Nicole
Hanson
Concentric Wealth Management LLC
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About this Advisor
Nicole Hanson is a financial advisor based in Lafayette, California, working with Concentric Wealth Management LLC. Nicole has previously held positions at Personal Financial Consultants, Inc and Concentric Wealth Management LLC. Nicole has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, New Hampshire, and Texas. Currently, Nicole is part of Concentric Wealth Management LLC, which operates out of Lafayette, California. The firm has 6 employees and manages assets totaling $601.3 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Concentric Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Concentric Wealth Management LLC Brokerage Details
$601,347,746
6
935
$643,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Nicole Hanson Work History
Concentric Wealth Management LLC
Personal Financial Consultants, Inc
Disclosures
Please visit the SEC profile of Nicole Hanson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Concentric Wealth Management LLC
Lafayette, CA
Lafayette, CA
Lafayette, CA
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