Hansen Accounting Services Inc.
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ADV data as of Jan 05, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 500
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 370 | $0 | — |
| High net worth individuals | 130 | $0 | — |
| Pension and profit sharing plans | Fewer than 5 clients | — | — |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Booth Wadsworth | Registered representative | CFP | Mar 2019 (7y) | |
| Leif Kt Daulaire | Registered representative | CFP | Jan 2020 (7y) | |
| Stephanie Allison Yaroshevich | Registered representative | Feb 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/05/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Hourly charges
Services
- • Financial planning services
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 05, 2026.
View current Form ADV (SEC/IAPD) ↗