HANSEN WEALTH MANAGEMENT

Overview

Hansen Wealth Management is a small, independent registered investment adviser operating as a sole proprietorship that focuses on individual and family clients. The firm pairs financial planning with portfolio management for individuals and small businesses, and also operates as an insurance broker — a combination that shows a hybrid advisory model mixing fee-based asset management with commissionable insurance and annuity products. Its fee arrangement includes a percentage of assets under management as well as commissions, which aligns with the presence of annuity and insurance activity in the product mix. Investment activity skews toward conservative fixed-income exposure on a portfolio level, with a significant allocation to U.S. government bonds, while the firm also sources alternative exposure through third‑party managers in real estate, commodities and oil & gas. The adviser is not positioned as an ESG investor and does not report multi-state adviser status; its structure and client focus suggest a compact, localized practice serving a very small number of high‑net‑worth households.

Assets & Accounts

Investments & Alternatives

Location & Offices