Garret Hanson
Garret Hanson is a registered investment advisor at Open Range Financial Group, LLC, based in Woodway, TX, with 5 years of industry experience. Garret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 73 clients with $77M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.60% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.70% |
Fees are negotiable. Clients using Simplicity Wealth's sub-advisory services will incur additional fees not exceeding 0.40%. Accounts not granted discretion will be assessed a service charge of ten (10) basis points.
Fee Estimator
Location
Woodway, TX
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Garret is an insurance agent at Open Range Insurance Group, LLC since October 2023, selling insurance products. This activity requires about 10-20% of his time, with some hours during securities trading hours.
Employment History
Current Registrations
Open Range Financial Group, LLC
State Registrations3 states
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.