UBS Financial Services
47yrs
Top advisor by experience in Plano
3yrs
Mitchell Hansen
Financial advisor at UBS Financial Services
Mitchell Hansen has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Plano, Texas. After three years at Texas Capital Bank Private Wealth Advisors, Mitchell joined UBS Financial Services in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office7250 Dallas Parkway Suite120, Plano, TX 75024
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2026 – nowUBS Financial Services Inc.Current firm
- 2023 – 2026
Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mitchell
How do I contact Mitchell?
Call Mitchell’s local office at (469) 440-0501 or the UBS Financial Services main office at (201) 352-3000, and ask for Mitchell Hansen.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Mitchell hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Mitchell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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