Karen
Smith

Hausman Advisors, LLC

CRD#2945809
Investment Advisor
in Hood River, OR

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About this Advisor

Karen Smith is a certified financial planner who works out of Hood River, Oregon who has 12 years of relevant experience. Smith is currently employed by Hausman Advisors, LLC. They have spent their entire employment at Hausman Advisors, Llc. Smith maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Oregon, Texas and Washington. Hausman Advisors, LLC is a registered investment company operating out of Hood River, OR. The investment advisory business has just two people on staff. It manages $135 million in total assets between its 516 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 516 client accounts, 48% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Hausman Advisors, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees largely are based on which services are offered. Fee types billed by Hausman Advisors, LLC may include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

202 Oak Street Suite 600
Hood River, OR 97031

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Hausman Advisors, LLC Brokerage Details

Total Assets Under Management

$134,504,317

OR Average: $1,120,203,312
Total Number of Employees

2

OR Average: 50
Total Number of Accounts

516

OR Average: 1,309
Average Account Size

$260,667

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Karen Smith Work History

Karen has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Hausman Advisors LLC

*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 Karen Smith 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 Hausman Advisors, LLC

Karen Smith
Hood River, OR
Jason Smith
Hood River, OR

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.

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