# Nathan Hanna

> Nathan Hanna is a fee-only financial advisor at Nathan G. Hanna in Palm Harbor, Florida. Nathan G. Hanna reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nathan-hanna/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Nathan G. Hanna
- **Based in:** Palm Harbor, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $31.1M across 220 accounts
- **CRD:** 2839124 (https://adviserinfo.sec.gov/individual/summary/2839124)
- **SEC registration:** Investment adviser representative in FL, NY, TX
- **Exams passed:** Series 63 (1997), Series 65 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.hannaretirement.com

## Frequently asked questions

### Is Nathan Hanna a fee-only financial advisor?

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

### How does Nathan charge for financial advice?

Nathan's firm, Nathan G. Hanna, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Nathan Hanna based?

Nathan Hanna is based in Palm Harbor, Florida.

### Is Nathan Hanna registered with the SEC?

Yes. Nathan Hanna is registered as an investment adviser representative in FL, NY and TX (CRD 2839124), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Nathan G. Hanna manage?

Nathan G. Hanna reports $31.1M across 220 accounts in assets under management.

### How do I contact Nathan Hanna?

Through Nathan's website, www.hannaretirement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2839124): 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

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