Hamsher Wealth Management, LLC logo

Hamsher Wealth Management, LLC

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Client assets under management

$9,380,606

Clients

64

6% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

32

Low

Average account size

$146,572

About

Hamsher Wealth Management advises individuals, high-net-worth individuals, and trusts, offering investment management, financial planning, and retirement-plan consulting. The firm also coordinates access to third-party money managers and provides a secure cloud-based client portal for reporting and document storage.

Portfolios are managed on an ongoing discretionary basis and the firm uses a mix of fundamental, technical, charting and cyclical analysis while documenting clients’ goals, time horizons, and risk tolerances. HWM supervises account activity, performs quarterly reviews, and may refer clients to a third-party manager that implements strategies and provides custody and performance reporting.

What distinguishes the firm is its affiliation with an insurance business—an affiliated insurance practice consumes a material portion of firm leadership’s time and is disclosed as a potential conflict of interest—alongside an explicit revenue-sharing relationship with a third-party manager. The brochure also notes the recent addition of limited-scope ERISA 3(21) fiduciary services for retirement plans, a capability not commonly described at firms of this size.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Wealth management Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

Fee options

Fixed

Between $250 and $2,000 for financial planning

Percentage

$0 - $1,000,000: 1.60% annually $1,000,001 - $2,000,000: 1.20% annually Over $2,000,000+: 1.00% annually

Project-based

$150 per hour

Subscriptions

$50 per year for Generational Vault plus $5 per account setup fee, waived if client uses other HWM services

Main office location

Hamsher Wealth Management, LLC

7100 E. Belleview Ave, Suite 210

Greenwood Village CO 80111, United States

Number of offices

1

Most active in

Arizona · Colorado · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Troy H

Series 65

Greenwood Village, CO

Hamsher Wealth Management, LLC

Troy Hamsher is a financial advisor at Hamsher Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms, including American Alternative Investments, LLC and Gradient Advisors, LLC, before focusing on his own practices since 2002. Outside of financial advising, Hamsher is the host of the Dollars & Sense radio show on KRWZ 950 AM, which centers on general insurance topics. Hamsher Wealth Management serves individuals, high-net-worth clients, and trusts by providing investment management, financial planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, charting, and cyclical analysis while maintaining ongoing discretionary portfolio management and offers clients access to third-party money managers along with a secure cloud-based portal for reporting and document storage.

General retirement planning Wealth management Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

Logan B

Series 65

Greenwood Village, CO

Hamsher Wealth Management, LLC

Logan Bradley is a financial advisor at Hamsher Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has been associated with Hamsher Wealth Management and The Hamsher Group, Inc since 2016. Outside of advisory services, he is involved in insurance and annuity sales and conducts insurance and annuity reviews and needs analysis. Hamsher Wealth Management serves individuals, high-net-worth clients, and trusts by providing investment management, financial planning, and retirement-plan consulting. The firm combines fundamental, technical, charting, and cyclical analysis and offers discretionary portfolio management with quarterly reviews, alongside access to third-party money managers and a secure client portal.

General retirement planning Wealth management Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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