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Alyssa Hause

Advisor at Hendershott Wealth Management, LLC

Updated today
Hendershott Wealth Management, LLC logo

Firm

Hendershott Wealth Management, LLC

Location

Pismo Beach, CA

Credentials

CFP®

Industry experience

5 years

About

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.

Client services

Based on Hendershott Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Hendershott Wealth Management, LLC

General retirement planning Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Hendershott Wealth Management, LLC

Founder/Business Owner Executive

Fee options

Fixed

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.

Percentage

$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%

Project-based

$350/hour for financial planning services (negotiable); $400-$800 per hour for financial coaching (optional).

Other

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.

Location

Pismo Beach, CA

Most active in

California · Texas

Work history

Hendershott Wealth Management, LLC

2020 - Present (6 years)

Family Wealth Consultants, Inc.

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Edward A

Series 65, Series 66

Westfield, IN

Argus Efficient Capital, LLC

Passive / index investing Active portfolio management

Sam W

CFP®

Indianapolis, IN

WealthGuides LLC

I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.

General retirement planning General tax planning Inherited wealth Gen X (Born 1965-1980)

Phil F

CFP®

Fishers, IN

Servant Capital Advisors

Phil is the Founder and Principal of Servant Capital Advisors, LLC (“SCA”), a fee-only, independent, registered investment adviser based in Central Indiana. SCA provides investment advisory services, wealth management services, and family office services to high net worth families and individuals seeking a differentiated approach to maximize their wealth. Phil founded SCA with the goal to serve others: to share his twelve years of institutional investment management experience with investment partners, high net worth families and individuals to help them grow their net worth for the primary purpose of engaging in philanthropy through impactful charitable contributions. Prior to founding Servant Capital, Phil was a Principal at Centerbridge Partners, a hybrid private equity firm and hedge fund based in New York with $25 billion in assets under management, from 2008 to 2017. At Centerbridge he invested in and served on the board of directors of companies ranging in size from $100 million to $500 million in revenues across a diverse set of industries including financial services, consumer products, industrials, and real estate. Phil began his career in investment banking at Goldman, Sachs & Co. He graduated with high distinction from Indiana University with a B.S. in Finance and Accounting and earned his MBA from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER. Phil lives with his wife and four children in Carmel, Indiana. He enjoys reading, investing, and playing golf.

Exec comp design Liquidity event planning Startup equity planning Executive Financial Professional Christian Faith Based
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Daniel R

Series 63, Series 66

Zionsville, IN

Evia Investment Advisors

Wealth management
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Michael M

CFA®, Series 66

Zionsville, IN

Two Fish Management

Active portfolio management Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner
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Kregg K

Series 63, Series 65

Carmel, IN

Kiel Investment Company

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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