Jason Han is a registered investment advisor at Han Financial Consulting LLC, based in Coeur D Alene, ID. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Medical Professionals, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Han Financial Consulting does not offer standalone investment management. Instead, investment management is included as part of the firm's bundled monthly retainer of $1,500 per month, which also covers bookkeeping, tax strategy, and CFO advisory services. There is no percentage-of-portfolio fee for managing your investments.
Location
Coeur D Alene, ID
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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.
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Current Registrations
Han Financial Consulting LLC
State Registrations1 state
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
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