Hanson & Doremus Investment Management
SEC RegisteredGuided by deep experience and expertise. Dedicated to your investment success.
About the firm
Hanson+Doremus is a fee-only Registered Investment Advisor offering investment portfolio management and financial planning for individuals and organizations. Since 1995, the firm has combined independent research, a fiduciary approach, and personalized guidance to serve its clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment portfolio management (taxable accounts, IRAs, and trusts), financial planning and advice (retirement planning, tax strategies, college savings, debt management, charitable giving, insurance/Medicare/Social Security recommendations, ESG investing guidance), and personal client service including coordination with tax accountants, attorneys, and estate planners.
Who they serve
Individuals and organizations
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 0.85% |
| $1,000,001 to $5,000,000 | 0.60% |
| $5,000,001 to $20,000,000 | 0.40% |
Data as of September 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Hanson & Doremus Investment Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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