{
  "crd_number": 133825,
  "slug": "hanna-financial-and-tax-services-133825",
  "primary_business_name": "HANNA FINANCIAL AND TAX SERVICES",
  "legal_name": "HANNA FINANCIAL AND TAX SERVICES",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2005-06-08",
  "years_registered": 21,
  "period": "2026-10-01",
  "filing_date": "2025-06-10",
  "carried_forward": false,
  "raum_total": 14000000.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 14000000.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 14000000.0,
      "count": 75
    },
    "banking_thrift": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "PA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/133825",
  "listing_state": "PA",
  "disclosure_items": [
    {
      "item": "11.A(1)",
      "question": "In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a felony?"
    },
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/hanna-financial-and-tax-services-133825",
  "display_name": "Hanna Financial and Tax Services",
  "summary": "Hanna Financial and Tax Services is a state-registered investment advisory firm, registered since 2005, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 10, 2025.",
  "citation": "AdvisorCensus. Hanna Financial and Tax Services (CRD 133825): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Hanna Financial and Tax Services compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Hanna Financial and Tax Services reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Hanna Financial and Tax Services registered with the SEC or a state?",
      "a": "Hanna Financial and Tax Services is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 133825."
    },
    {
      "q": "How much does Hanna Financial and Tax Services manage?",
      "a": "Hanna Financial and Tax Services reports $14,000,000 in regulatory assets under management in its Form ADV filing dated June 10, 2025 (0% discretionary)."
    },
    {
      "q": "What types of clients does Hanna Financial and Tax Services serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (75)."
    },
    {
      "q": "Does Hanna Financial and Tax Services report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.A(1) (felony conviction or plea in the past ten years) and 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/133825"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/hanna-financial-and-tax-services-133825.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 75,
      "fewer_than_5": false,
      "raum": 14000000.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/133825",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}