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Hemsley Advisors, Ltd.

Updated today

Client assets under management

$630,279,313

Clients

324

39% high-net worth

Advisors

4

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

81

High

Average account size

$1,945,307

About

Hemsley Advisors, Ltd. provides continuous asset management, financial planning, and consulting services to individuals (both non-high-net-worth and high-net-worth), charitable organizations, and businesses. The firm offers portfolio management on both discretionary and non-discretionary bases and delivers written financial plans that address topics such as taxes, retirement, estate planning, insurance, and cash flow.

The firm develops individualized investment policies through client interviews and uses fundamental analysis, asset allocation, and long-term purchase strategies to construct portfolios, with account reviews at least quarterly and periodic performance reporting to clients. Financial planning is included with portfolio management and is also available on an hourly basis or as a separate consulting engagement; Hemsley may implement margin transactions with client consent and accepts client-imposed investment restrictions.

Distinctive operational features include the firm’s reported asset mix as of 12/31/2025 — approximately $85.1 million managed on a discretionary basis and about $552.9 million on a non-discretionary basis — indicating most client accounts retain final trading approval. The firm requires clients to custody accounts at Schwab Advisor Services in order for Hemsley to manage them (and receives support services from Schwab), and it does not vote client proxies, leaving proxy voting and related corporate actions to clients.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Social Security optimization Medicare planning General tax planning

Fee options

Fixed

Portfolio management fees may be charged on a flat fee basis, negotiated case-by-case; consulting fees may be flat fees, negotiated case-by-case

Percentage

$0 - $50,000: Minimum fee of $300 per year (may be waived) $50,000+: 0.60% per year, billed quarterly

Project-based

Financial planning fees charged at $200 per hour; consulting fees charged hourly as agreed

Other

Account minimum: $50,000 Minimum fee: Minimum fee of $300 per year for accounts under $50,000 (may be waived at Advisor's discretion) Fee-only: Portfolio management fees charged as percentage of AUM; financial planning charged hourly; consulting fees charged hourly or flat fees as agreed

Main office location

Hemsley Advisors, Ltd.

311 S Wacker Drive, Suite 1525

Chicago IL 60606, United States

Number of offices

2

Most active in

Arizona · California · Florida · Georgia · Illinois · Louisiana · Massachusetts · Michigan · New Hampshire · New York · Ohio · Rhode Island · South Carolina · Tennessee · 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

Nicholas M

Series 65

Chicago, IL

Hemsley Advisors, Ltd.

Nicholas Martin is a financial advisor at Hemsley Advisors, Ltd. in Chicago, holding a Series 65 designation with six years of industry experience. He has been with Hemsley Advisors since 2018 and is also the sole owner of 21st Century Tax Services, Inc., a tax preparation and bookkeeping business. Hemsley Advisors, Ltd. serves individuals, charitable organizations, and corporations with portfolio management, financial planning, and consulting services. The firm emphasizes individualized investment policies, fundamental analysis, asset allocation, and a buy-and-hold strategy, managing the majority of client assets on a non-discretionary basis.

General retirement planning Social Security optimization Medicare planning General tax planning
user avatar

Robert D

Series 65

Clearwater, FL

Hemsley Advisors, Ltd.

Robert Di Legge is a financial advisor at Hemsley Advisors, Ltd. in Clearwater, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Hemsley Advisors in 2023, he worked at Twilio, FullStory, Adobe, and Atlantix Global Systems. Hemsley Advisors, Ltd. is an SEC-registered advisory firm managing approximately $541 million across a client base that includes individuals, charitable organizations, and corporations. The firm offers portfolio management, integrated financial planning, and consulting services, emphasizing individualized investment policies, fundamental analysis, and a buy-and-hold strategy.

General retirement planning Social Security optimization Medicare planning General tax planning
user avatar

George H

CFP®, Series 63, Series 65

Barrington, IL

Hemsley Advisors, Ltd.

George Hemsley is a CERTIFIED FINANCIAL PLANNER™ with 27 years of industry experience. He has been with Hemsley Advisors, Ltd. since 1988 and holds Series 63 and Series 65 licenses. The firm is a small team of four advisors based in Barrington, IL. Hemsley Advisors, Ltd. manages approximately $541 million, serving individuals, charitable organizations, and corporations. The firm provides portfolio management, integrated financial planning, and consulting, emphasizing individualized investment policies, fundamental analysis, asset allocation, and a buy-and-hold approach.

General retirement planning Social Security optimization Medicare planning General tax planning
user avatar

Alexander H

CFP®, Series 66

Chicago, IL

Hemsley Advisors, Ltd.

Alexander Hemsley is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Hemsley Advisors, Ltd. since 2018 and previously held roles at Fidelity Brokerage Services LLC and the Illinois Department of Financial and Professional Regulations. He is based in Chicago, IL. Hemsley Advisors, Ltd. is an SEC-registered advisory firm serving individuals, charitable organizations, and corporations. The firm provides portfolio management, financial planning, and consulting services, focusing on individualized investment policies and primarily managing assets on a non-discretionary basis.

General retirement planning Social Security optimization Medicare planning General tax planning
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