Hansa Investments LLC fees and pricing

Financial planner in Stevenson, Maryland. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 15, 2026, Hansa Investments LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “The negotiated hourly fee for these services is $350.”

Payment and refund terms, quoted from the fee section of the brochure.

“These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty for a full refund of Hansa's fees within five business days of signing the Investment 4 Advisory Contract.”
“These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the pension consulting agreement.”

Its hourly rate of $350 is above the Maryland median of $300. 57% of the 156 other Maryland planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2017 (9 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 11
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $24,392,580
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 291760
Phone: (443) 465-1652

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.