Hammond Wealth Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,392
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$4,392
About
Hammond Wealth Partners provides discretionary portfolio management and financial planning primarily for individuals, families, and high-net-worth clients, and may also serve trusts, estates, and small businesses. The firm operates as a fee-only fiduciary and offers comprehensive planning across retirement, tax, estate, insurance, education, and cash flow matters.
The firm’s investment approach is tailored to each client and may draw on fundamental, technical, quantitative, and macroeconomic analysis to construct diversified portfolios using ETFs, index funds, and individual securities when appropriate, with periodic rebalancing and tax-aware management. It generally recommends custodians such as Interactive Brokers and Altruist, does not maintain custody of client assets, and provides discretionary authority when authorized while clients receive custodial account statements directly.
Noteworthy aspects include an unusually small regulatory asset base and a single reported client relationship in the most recent filing, which is atypical for peer firms and may indicate an early-stage or transitioning practice. The firm’s principal also operates a tax preparation business and co-founded a technology/AI consulting firm, dedicating roughly 30% of professional time to those outside activities and occasionally referring clients to the tax practice (clients are under no obligation to use it); the firm also does not accept proxy-voting authority for client securities.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Social Security optimization
Life insurance needs analysis
Disability insurance
College savings (529s, UTMA, etc.)
Fee options
Financial planning fixed project fees typically ranging from $500 to $2,500
1.00% annually
$200 per hour for consulting services
Fee-only: Financial planning fixed fees $500 to $2,500; Hourly consulting $200 per hour
Main office location
Hammond Wealth Partners
Gastonia NC, United States
Number of offices
1
Most active in
Hammond Wealth Partners has reported serving >5 clients in these states in the last 12 months.
North Carolina
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
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