Nicole
Hanson
Concentric Wealth Management LLC
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About this Advisor
Nicole Hanson is a certified financial planner operating in Lafayette, California with a total of 7 years of industry experience. Hanson is on the advisory team at Concentric Wealth Management LLC. Their career trajectory has included roles at Personal Financial Consultants, Inc and Concentric Wealth Management LLC. Hanson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California, New Hampshire and Texas. Concentric Wealth Management LLC is a registered investment company headquartered in Lafayette, CA. It manages $495 million in assets between its 920 customer accounts, placing it among the larger firms in the United States by assets under management. Of its 920 customer accounts, 65% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules are based on the financial services provided. However, fee types billed by Concentric Wealth Management LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Concentric Wealth Management LLC Brokerage Details
$494,582,623
6
920
$537,590
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
Nicole has been registered as a financial advisor for 7 years.*
Concentric Wealth Management LLC
Personal Financial Consultants, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
