Nathan G. Hanna, LLC fees and pricing

Financial planner in Palm Harbor, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 6, 2026, Nathan G. Hanna, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees are paid quarterly in advance, and clients may terminate their contracts with sixty days’ written notice.”
“Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
“Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the quarter terminated.”

Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
1 of the 2 other planners in Palm Harbor that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2011 (15 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.2% a year
Clients: 142
Employees: 1
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $31,130,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 158936
Website: hannaretirement.com (opens in new tab)
Phone: (727) 773-2988

Can advise clients in 2 states: Florida, New York

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