# Jeffrey Hanson

> Jeffrey Hanson is a fee-only financial advisor at Breakwater Capital Group in Paramus, New Jersey, who holds the CFP credential. Jeffrey focuses on retirement planning, estate & legacy planning and tax planning. Breakwater Capital Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-hanson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Breakwater Capital Group
- **Based in:** Paramus, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.02B across 1,336 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Divorce financial planning
- **CRD:** 4388385 (https://adviserinfo.sec.gov/individual/summary/4388385)
- **SEC registration:** Investment adviser representative in NJ, TX
- **Exams passed:** Series 63 (2001), Series 66 (2004)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://breakwatercapitalgroup.com/

## Frequently asked questions

### Is Jeffrey Hanson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Breakwater Capital Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Breakwater Capital Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Hanson based?

Jeffrey Hanson is based in Paramus, New Jersey.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning.

### What credentials does Jeffrey Hanson hold?

Jeffrey Hanson holds the CFP credential.

### Is Jeffrey Hanson registered with the SEC?

Yes. Jeffrey Hanson is registered as an investment adviser representative in NJ and TX (CRD 4388385), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Breakwater Capital Group manage?

Breakwater Capital Group reports $1.02B across 1,336 accounts in assets under management.

### How do I contact Jeffrey Hanson?

Through Jeffrey's website, breakwatercapitalgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4388385): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.breakwatercapitalgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.