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
Dorado, PR
Credentials
Series 65
Industry experience
10 years
Robert Hendershott is a financial advisor at Hendershott Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at BHZ Capital Management and BHZ Equity Research. Hendershott is also a finance professor at Santa Clara University, a position he has held since 1993. 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, financial planning, and a financial coaching program, delivering tailored advice primarily through mutual funds, ETFs, and model portfolios under non-discretionary arrangements.
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.
Dorado, PR
Puerto Rico
Bhpr Equity Research Corp
2025 - Present (1 year)
Hendershott Wealth Management, LLC
2025 - Present (1 year)
BHZ Capital Management
2019 - 2024 (5 years)
BHZ Equity Research
2012 - 2019 (7 years)
Santa Clara University
1993 - Present (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
PFS™, Series 66
San Juan, PR
Negron-Ramos LLC
Series 63, Series 65
Humacao, PR
Premier Investment Management, LLC
Series 63, Series 65, Series 66
San Juan, PR
Orchard Wealth & Legacy Management LLC
Series 63, Series 66
Moca, PR
AtlanticMidwest Investment Research, LLC
Series 66
Rincon, PR
NewGen Wealth Creation LLC
Series 63, Series 65, Series 66
Guaynabo, PR
4/26 Retirement Income Planning & Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")