Hansen & Associates Financial Group Inc. fees and pricing
Financial planner in Roseville, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 13, 2026, Hansen & Associates Financial Group Inc. charges $250 an hour and a flat or project fee of $750-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The maximum hourly fee to be charged will not exceed $250.”
- Flat or project fee
- $750-$10,000
“Our flat fees range from $750 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hansen & Associates Financial Group Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Third-Party Adviser Agreement also controls whether the client will receive a refund of any pre-paid fees.”
- “Our Retirement Plan Consulting services are billed on an hourly or flat fee basis or a fee based on the percentage of Plan assets under management.”
- “Clients will be invoiced directly for the fees.”
How Hansen & Associates Financial Group Inc.’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- 2 of the 10 other planners in Roseville that publish an hourly rate charge less.
- Its flat or project fee of $750-$10,000 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.
- 4 of the 6 other planners in Roseville that publish a flat or project fee charge less.
About Hansen & Associates Financial Group Inc.
- Principal: Mark S. Hansen
- Firm size: 4 employees.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Divorce
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 536
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $202,437,247
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168363
- Phone
- (916) 706-1234
Can advise clients in 7 states: Arizona, California, Colorado, Florida, Nevada, Tennessee, Texas
Other planners in Roseville that publish fees
- Arcpoint Financial AdvisorsRoseville$400/hr, $500-$10,000
- Bulman Wealth GroupRoseville$300
- Frederick, Mark D.Roseville$300/hr, $750-$15,000
- Olivehurst Advisors LLCRoseville$300/hr
- Process Wealth LLCRoseville$200/hr
- Rowland Financial ServicesRoseville$250/hr
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.