Nathan Hanna
Nathan G. Hanna · Palm Harbor, Florida
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.
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Facts
| Firm | Nathan G. Hanna |
|---|---|
| Based in | Palm Harbor, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $31.1M across 220 accounts |
| SEC registration | Investment adviser representative in FL, NY, TX · CRD 2839124 |
| Exams passed | Series 63 (1997) · Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.hannaretirement.com |
How Nathan's firm compares
- Nathan G. Hanna's average account is about $142,000, from its Form ADV (assets managed divided by 220 accounts).
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Questions about Nathan
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.
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
- 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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