Alyssa Hause
Advisor at Hendershott Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Hendershott Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hendershott Wealth Management, LLC
Location
Pismo Beach, CA
Credentials
CFP®
Industry experience
5 years
Alyssa Hause is a CFP® professional with five years of industry experience, currently serving as an advisor at Hendershott Wealth Management, LLC. She has been with Hendershott Wealth Management since 2020 and also works with Family Wealth Consultants, Inc., where she prepares financial plans and handles client follow-up. Hendershott Wealth Management provides investment and planning services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth clients. The firm offers portfolio management, third-party asset manager selection, financial planning, and a financial coaching program, delivering tailored advice based on client objectives and risk tolerance.
Based on Hendershott Wealth Management, LLC
Based on Hendershott Wealth Management, LLC
Financial planning fixed fees ranging between $1,000 and $12,000; Financial coaching fixed fees ranging between $1,500 and $20,000; $995 for 60-minute strategy session.
$0 - $2,000,000: 1.00% $2,000,000.01 - $5,000,000: 0.80% $5,000,000.01 - $10,000,000: 0.50% $10,000,000.01+: 0.35%
$350/hour for financial planning services (negotiable); $400-$800 per hour for financial coaching (optional).
Account minimum: $1,500,000 Fee-only: Hourly financial planning services at $350/hour (negotiable); Fixed financial planning fees ranging from $1,000 to $12,000; Fixed financial coaching fees ranging from $1,500 to $20,000; $995 for Ultra Tax Efficient Wealth Management® Strategy Session.
Pismo Beach, CA
California · Texas
Hendershott Wealth Management, LLC
2020 - Present (6 years)
Family Wealth Consultants, Inc.
2012 - Present (14 years)
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Is not active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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