VETTED
Marc Hansen
CFP®
Tel: 302-225-5497 1303 Delaware Avenue Suite 112 Wilmington, DE 19806
About JPL Asset Management and Planning
At JPL Asset Management and Planning, I bring experience, knowledge, integrity and trust to work on every clients financial plan. Each client has specific needs that I address as we collaborate on a financial plan to help them achieve their goals and realize their dreams in retirement. I believe in growing and protecting a clients assets not only during their working years but in retirement as well. I look forward to working together to help you reach your financial goals.
See DisclosuresGeneral Information
Name of Custodial Firm:
Charles Schwab
Work with the following types of clients:
Businesses
Advisory Services Provided:
Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Investment Advice & Management
Services
Can meet clients in the following ways:
Phone, Your Home, Video Conference, Email, Video Conference
Compensation and Fees
Compensation Methods:
Based on Assets, Flat Fee, Commissions
Firm Information
Advisor's Number of Clients:
60
Total Assets Under Management by Advisor:
$100000
Education
BA -Economics:
University of Virginia
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
20 Years of Experience
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