JH
JH
James Hanna
10 Years of Experience
3 DisclosuresSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
493 clients
Average Client Portfolio
$309K average
Assets Under Management
$152.4M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.65% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2M+ | 0.75% |
Investment Advisor Financial Advisors may negotiate with client certain adjustments to our regular fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2634 Kerrybrook Ct, San Antonio, TX, 78230
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2019Settled
Customer Dispute
August 2018Settled
Regulatory
July 2005Final
Other Business ActivitiesSells Insurance
Hanna Wealth Advisors is James's DBA for his insurance agency business. James is an insurance agent and owner, dedicating about half of his time to the agency.
Employment History
Current Registrations
Capstone Investment Group
September 2025 - Present · 6 mos
Previous Registrations
Ae Wealth Management, LLC
April 2016 - September 2025 · 9 yrs 5 mos
Global Financial Private Capital, LLC
January 2015 - May 2016 · 1 yr 4 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.