Hamewith Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Hamewith Wealth is a registered investment adviser that provides discretionary portfolio management, ongoing wealth management, and comprehensive financial planning to individuals, high-net-worth clients, and corporations or other businesses. The firm advises on securities including stocks, bonds, mutual funds, ETFs, municipal and U.S. government securities, and cash equivalents, and may also provide written financial plans on request.
The firm’s investment approach emphasizes asset allocation grounded in Modern Portfolio Theory and a mix of passive and active fund strategies, with the option to incorporate ESG or values-based investments at a client’s direction. Hamewith tailors portfolios to client risk tolerance and objectives, accepts client-imposed restrictions in writing, and provides ongoing monitoring—including oversight of held-away accounts and retirement plan options as part of its advisory services.
Noteworthy for a firm categorized as an investment manager, Hamewith offers monitoring and advisory services for held-away accounts via third‑party platforms such as Pontera Solutions and for K‑12 retirement plan accounts through the Aspire PCS recordkeeping platform—services not commonly highlighted by managers focused on pooled or institutional assets. The firm is fee-only, recently established with a single principal, reports no assets under management as of the brochure date, and maintains institutional custodial relationships with Schwab and access to the Altruist platform.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Business ownership considerations
Retirement income strategy
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001 - $6,000,000: 0.50% $6,000,001+: Negotiable
Minimum fee: Minimum annual advisory fee of $3,000, which may be reduced or waived at the Firm's discretion Fee-only: Ongoing Financial Planning fees generally range from $3,000 to $10,000 per year, paid monthly, quarterly, or annually in advance; fees are negotiable
Main office location
Hamewith Wealth
Pittsford NY, United States
Number of offices
1
Most active in
Hamewith Wealth has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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