Hansen & Associates Financial Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Hansen & Associates Financial Group reports 537 clients. They include 475 individual clients, 61 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($202M across 1,071 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 60% |
| High-net-worth individuals | 11% | 40% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 475 | $122M | 60.3% | $257K |
| High-net-worth individuals | 61 | $80M | 39.5% | $1.31M |
| Charitable organizations | 1 | $420K | 0.2% | $420K |
| Total | 537 | $202M | 100% | $377K |
- Clients
- 475
- Regulatory AUM
- $122M
- AUM share
- 60.3%
- Avg. per client
- $257K
- Clients
- 61
- Regulatory AUM
- $80M
- AUM share
- 39.5%
- Avg. per client
- $1.31M
- Clients
- 1
- Regulatory AUM
- $420K
- AUM share
- 0.2%
- Avg. per client
- $420K
Total
- Clients
- 537
- Regulatory AUM
- $202M
- AUM share
- 100%
- Avg. per client
- $377K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Hansen & Associates Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Comprehensive Financial Planning
- Comprehensive financial planning fees range from $500 to $5,000, depending on the complexity of the client situation.
- Consulting Financial Planning
- Consulting financial planning is billed at $180 an hour, with the estimated hours set in the agreement.
- Retirement Plan Consulting
- Billed hourly (maximum $250 an hour), as a flat fee from $750 to $10,000, or at no more than 1.00% of managed plan assets.
Mark Hansen owns 75% or more of Hansen & Associates Financial Group. It has 4 employees, 3 of them in advisory roles.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- 6 soliciting firms
- Owns 75% or more of Hansen & Associates Financial Group Inc.
Mark Hansen
Control person · since July 2013
Hansen & Associates Financial Group’s regulatory assets grew from $141M (March 2022) to $202M (May 2026); clients rose from 402 to 537 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $202M | 537 | 4 | 2 |
| May 2025May 2025 | $230M | 556 | 6 | 2 |
| Apr 2024April 2024 | $204M | 509 | 3 | 1 |
| Feb 2023February 2023 | $196M | 493 | 4 | 1 |
| Mar 2022March 2022 | $141M | 402 | 4 | 1 |
Besides its headquarters, Hansen & Associates Financial Group has 1 office, with 2 listed addresses across 2 states.
California · 1 listed address
- 2271 Lava Ridge Court, Suite 200, RosevilleHQ
Colorado · 1 listed address
- 8310 South Valley Highway, Englewood
Other business names
Hansen & Associates Financial Group has reported 3 other business names to the SEC.
- Darling Financial Group, LLC
- Pacific Crest Wealth Management
- Whiterock Capital Management
Contact and registration details
- Legal name
- Hansen & Associates Financial Group Inc.
- Headquarters
- 2271 Lava Ridge Court, Suite 200, Roseville, CA 95661
- Website
- hansenfg.com
- Phone
- 916-706-1234
- SEC file
- 801-122580
- Structure
- California corporation
- Fiscal year end
- December
Hansen & Associates Financial Group’s named custodian for separately managed accounts is LPL Financial ($198M). Hansen & Associates Financial Group does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $198M100%
At year end, Hansen & Associates Financial Group’s separately managed accounts were mostly in stocks (90%) and cash (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $174M across 45 positions; the largest are iShares TR (27.0%), First TR Exchange-traded FD (21.9%) and Proshares TR II (6.5%).
What the accounts hold
- Stocks90%
- Cash10%
How many clients does Hansen & Associates Financial Group have?
Hansen & Associates Financial Group has 537 clients and manages $202 million for them, as of May 2026. They include 475 individual clients, 61 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 May 2026
What services does Hansen & Associates Financial Group offer?
Hansen & Associates Financial Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Hansen & Associates Financial Group use?
Hansen & Associates Financial Group’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $198M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 May 2026
How many financial advisors does Hansen & Associates Financial Group have?
Hansen & Associates Financial Group has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hansen & Associates Financial Group invest in?
At the end of its last fiscal year, Hansen & Associates Financial Group’s separately managed accounts held 90% exchange-traded equities and 10% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hansen & Associates Financial Group?
Hansen & Associates Financial Group’s direct owner is Mark Hansen (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 May 2026
How does Hansen & Associates Financial Group get paid?
Hansen & Associates Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hansen & Associates Financial Group?
Hansen & Associates Financial Group’s main office is at 2271 Lava Ridge Court, Suite 200, Roseville, CA 95661. Its phone number is 916-706-1234. Its website is hansenfg.com.
