CH
CFP
CH
CFP

Christian Hansen

8 Years of Experience
Mclean, VA
BrokerSells Insurance

Christian Hansen is a CFP-designated registered investment advisor at Cassaday & Company, INC., based in Mclean, VA, with 8 years of industry experience. Christian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 3,267 clients with $7.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
3,267 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$7.1B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees range from 0.50% to 1.50% based on factors such as portfolio size, account composition, and client needs. Subject to a $6,000 minimum annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8180 Greensboro Drive, Suite 1180, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christian works full-time as a financial planning specialist for Cassaday and Company Inc. and Cassaday & Co Wealth Management, LLC. He also serves as Treasurer for the Special Olympics Virginia Young Professionals Board, dedicating minimal time, and is an insurance agent for BSI, Inc. and Jurs Montgomery Brokerage, dedicating minimal time to each.

Employment History
Current Registrations
Cassaday & Company, INC.
August 2022 - Present · 4 yrs 2 mos
Osaic Wealth, INC.
January 2018 - Present · 8 yrs 9 mos
Osaic Wealth, INC.Broker
January 2018 - Present · 8 yrs 9 mos
State Registrations5 states
DCFLMAMDVA
AdvisorBrokerBoth

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.
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