Darenda Hanson is a registered investment advisor at Core Wealth Management, LLC, based in Oklahoma City, OK, with 5 years of industry experience. Darenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 116 clients with $38M 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 $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
8901 Commerce Park Drive, Oklahoma City, OK, 73132
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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 Activities
Darenda owns Focused Financial Coaching since 2018, where she coaches couples and individuals on their spending habits. This activity, which is not investment-related, takes about 10-20% of Darenda's time.
Employment History
Current Registrations
Core Wealth Management, LLC
State Registrations1 state
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