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Hans Michael Lauzen

Grey FOX Wealth Advisors, LLC

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About Hans Michael Lauzen

Hans Lauzen is an investment advisor representative with Grey Fox Wealth Advisors, LLC. He is registered with the state of Delaware. Hans has been working in the financial industry since May 2011. He holds a Series 65 license and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services. Hans primarily serves high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.

Firm Information

Hans Lauzen is currently registered with Grey FOX Wealth Advisors, LLC. Grey FOX Wealth Advisors, LLC is a registered investment advisor located in Rockland, Delaware. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm has approximately $382,612,586 in regulatory assets under management.
Grey FOX Wealth Advisors, LLC

100 SOUTH ROCKLAND FALLS ROAD

ROCKLAND, DE 19732

$382.61M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Hans Lauzen’s Registration & Firm History

DE

03/10/2024 - Present

Grey FOX Wealth Advisors, LLC (ROCKLAND DE)

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Licenses & Designations

IA

Issued 03/01/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hans Michael Lauzen.
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