Erik Hansen
Erik Hansen is a registered investment advisor at Vita Planning Group LLC, based in Vancouver, WA, with 5 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 1 more. Their firm serves 48 clients with $65M 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 | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Location
312 SE Stonemill Drive, Suite 160, Vancouver, WA, 98684-3514
Get directionsHistory
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
Erik is involved in real estate management, spending minimal time on it. He is also the President of Vita Insurance Associates, Inc., an executive/employee benefits firm, dedicating nearly all of his time to this role.
Employment History
Current Registrations
Vita Planning Group LLC
State Registrations2 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.