Jeffrey Hanson
Breakwater Capital Group · Paramus, New Jersey
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.
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Specialties
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 | $1.02B across 1,336 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, TX · CRD 4388385 |
| Exams passed | Series 63 (2001) · Series 66 (2004) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | breakwatercapitalgroup.com |
| Profile |
How Jeffrey's firm compares
- Breakwater Capital Group's average account is about $763,000, from its Form ADV (assets managed divided by 1,336 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Breakwater Capital Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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