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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-02-2003
- Office Locations
- 1
Office Locations
About Financial Rounds
Financial Rounds is a Cincinnati-based RIA focused on physicians and other medical professionals, helping clients take control of their finances with planning around retirement rules and tax-efficient strategies like backdoor Roth IRAs. The firm combines financial planning with portfolio construction and risk-managed asset allocation, using ETFs as a core vehicle, and custodies with Schwab.
Reported data analysis
What the numbers show
Between September 18, 2025 and January 20, 2026, reported AUM increased 18.5%, from $178.3M to $211.3M.
Across 5 reported observations, AUM increased 30.2% between June 30, 2022 and January 20, 2026, from $162.4M to $211.3M.
Of the latest reported AUM, 97.5% is discretionary and 2.5% is non-discretionary.
The firm reports 6 advisory representatives and 204 clients, or 34 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on January 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
CHRISTOPHER HAROLD HANSEN
Certified Financial Planner, Chief Compliance Officer
- CRD
- #2671189
- Ownership
- 75% or more
Robert William Hansen
Financial Advisor, General Partner
- CRD
- #7323590
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Benjamin Alexander Dobler
Financial Advisor, General Partner
- CRD
- #6906260
SHARON E MILLER
Financial Advisor, General Partner
- CRD
- #1314119
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $206,116,092 | $339,565 |
| Non-Discretionary | $5,218,408 | $1,739,469 |
| Total | $211,334,500 | $346,450 |
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Separately Managed Accounts
SMA allocation detail is available
Financial Rounds has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.