Take our FREE Money Planning Quiz Today! (takes only 4 minutes!)
After you submit the quiz, Fred Hanish will review your results and send you a personalized advisory video tailored specifically to your financial situation.
Flat-Fee, Transparent, Personalized Wealth Management—blending the best of Warren Buffett, Vanguard and David Bahnsen. We do our best work for entrepreneurs and landowners: farmland, ranch-land, waterfront, timber, and recreational ground.
Frederick M. Hanish
Founder, Managing Member, Land Specialist, and Chief Investment Officer
Fred brings a wealth of experience, having spent decades in Investment Management, Farmland Stewardship, Wealth Management, and Mergers & Acquisitions. His deep understanding of asset values stems from a lifelong passion and pursuit of investments that can provide both growing passive income and long-term wealth creation—such as cash flowing land and dividend growing companies.
Prefer to skip the quiz? Just tell me what’s on your mind, questions, ideas, anything, and I’ll respond with a personalized video.
(615) 426-8993
Frequently Asked Questions
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We have no minimum portfolio size. We serve clients from $500K to $25 million plus.
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We earn a modest FLAT FIXED FEE capped at $5,000/year…paid quarterly at $1,250/quarter. The first quarter is FREE, no charge to YOU our client. Our fees are totally transparent and a fraction of both the typical financial advisor and the value we provide. This is the first area where we can typically reduce our clients’ fees.
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Yes! We are so confident in the added value we can bring YOU that we wave our first quarterly fee so we can start COLLABORATING together now at no charge to YOU. The sooner we start working with you, the sooner we can be building the imperative bond of trust that comes from collaborating as a team.