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Advisor

Donald Hance, Jr

Glenmore Financial, Inc. · Pacific Palisades, California

Donald Hance, Jr is a fee-only financial advisor at Glenmore Financial, Inc. in Pacific Palisades, California, who holds the CFP and EA credentials. Donald charges an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.

Ongoing planning fee Fee-only CFPEA

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Specialties

Facts

FirmGlenmore Financial, Inc.
Based in Pacific Palisades, California
Fee modelOngoing planning fee
Assets under management$32.2M across 151 accounts
CredentialsCFP · EA
Firm size2 employees
Websiteglenmorefinancial.com
LinkedInProfile

How Donald's firm compares

  • Glenmore Financial, Inc.'s average account is about $214,000, from its Form ADV (assets managed divided by 151 accounts).

What fee-only advisors charge in California

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Questions about Donald

Is Donald Hance, Jr a fee-only financial advisor?

Yes. Donald Hance, Jr is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

How does Donald charge for financial advice?

Donald charges an ongoing planning fee.

Where is Donald Hance, Jr based?

Donald Hance, Jr is based in Pacific Palisades, California.

What does Donald specialize in?

Donald's specialties include retirement planning, estate & legacy planning and tax planning.

What credentials does Donald Hance, Jr hold?

Donald Hance, Jr holds the CFP and EA credentials.

How much does Glenmore Financial, Inc. manage?

Glenmore Financial, Inc. reports $32.2M across 151 accounts in assets under management.

How do I contact Donald Hance, Jr?

Through Donald's website, glenmorefinancial.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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