Hendershot Investments, Inc. logo

Hendershot Investments, Inc.

Updated today

Client assets under management

$980,090,149

Clients

516

43% high-net worth

Advisors

4

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

129

Very High

Average account size

$1,899,400

About

Hendershot Investments provides fee-only, discretionary portfolio management, financial planning and consulting to individuals, high-net-worth clients, trusts, estates, pension and profit‑sharing plans, charitable organizations and business entities. The firm manages roughly $1.07 billion for about 516 clients through a four-advisor team and offers tailored asset-allocation strategies with continuous portfolio oversight.

The firm follows a fundamental, long‑term investment approach that emphasizes high‑quality companies, intrinsic‑value analysis and conservative fixed‑income laddering, with low portfolio turnover except when fundamentals or valuations change. Research is supplemented by third‑party AI and machine‑learning tools for data aggregation and summarization, with required human verification under an internal AI use policy, and clients receive regular reporting (quarterly reports by default, with benchmark comparisons available on request).

What is distinctive about Hendershot Investments relative to many peers is its high assets under management per advisor and its regular investor communications: a quarterly newsletter and weekly update emails (the quarterly newsletter is provided to clients at no extra charge and is also offered by subscription to non‑clients). The firm also documents stricter personal‑trading controls tied to newsletter distribution, maintains long tenure and senior credentials among staff (including CFA and CPA designations), and operates as a standalone, fee‑only adviser that does not accept commissions.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals

Expertise

Wealth management Tax-loss harvesting Retirement income strategy Income planning General tax planning

Occupation focus

Retired Founder/Business Owner

Demographic focus

Baby Boomers (Born 1946-1964)

Fee options

Fixed

Consulting services offered for a negotiated fixed fee.

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001+: 0.50% annually

Project-based

Non-negotiable hourly rate of $200 for consulting services.

Subscriptions

Newsletter subscription fee of $50 annually; provided free to portfolio management clients.

Other

Account minimum: $250,000 Fee-only: Firm is strictly fee-only; no commissions or finder’s fees accepted.

Main office location

Hendershot Investments, Inc.

Centreville VA, United States

Number of offices

1

Most active in

Arizona · California · Colorado · District of Columbia · Florida · Georgia · Louisiana · Maryland · Massachusetts · Minnesota · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Texas · Virginia · Washington

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

Robert R

Series 65

Centreville, VA

Hendershot Investments, Inc.

Robert Reardon is a financial advisor at Hendershot Investments, Inc. with a Series 65 designation and three years of industry experience. He has been with Hendershot Investments since 2020 and previously worked at Pennsylvania State University and York County Public Schools. Hendershot Investments provides personalized, fee-only investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm focuses on fundamental analysis and intrinsic-value assessment of high-quality companies, employing discretionary portfolio management and income strategies such as fixed-income laddering, while maintaining low portfolio turnover.

Wealth management Tax-loss harvesting Retirement income strategy Income planning General tax planning Retired Founder/Business Owner Baby Boomers (Born 1946-1964)
user avatar

Susan C

CFA®, Series 65

Centreville, VA

Hendershot Investments, Inc.

Susan Christ is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Hendershot Investments, Inc. since 2004. She holds a Series 65 license and works from Centreville, VA. Hendershot Investments provides personalized, fee-only investment management and financial planning to a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm employs a fundamental analysis approach focused on intrinsic value and durable competitive advantages, managing close to $1 billion with a four-advisor team.

Wealth management Tax-loss harvesting Retirement income strategy Income planning General tax planning Retired Founder/Business Owner Baby Boomers (Born 1946-1964)
user avatar

Ingrid H

Series 65

Centreville, VA

Hendershot Investments, Inc.

Ingrid Hendershot is a financial advisor at Hendershot Investments, Inc. in Centreville, VA, holding a Series 65 designation with 31 years of industry experience. She has been with Hendershot Investments since 1994. Hendershot Investments provides personalized, fee-only investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes fundamental analysis and intrinsic-value assessment of high-quality companies, maintaining low portfolio turnover and employing fixed-income laddering and diversified funds for income and risk management.

Wealth management Tax-loss harvesting Retirement income strategy Income planning General tax planning Retired Founder/Business Owner Baby Boomers (Born 1946-1964)
user avatar

Shawn R

Series 65

Centreville, VA

Hendershot Investments, Inc.

Shawn Reardon is a financial advisor at Hendershot Investments, Inc. with seven years of industry experience and holds a Series 65 credential. He previously worked at Edaptive Systems from 2011 to 2016 and is a member of Information Collection Enterprises, LLC, a clinical data services business, where he oversees business and finance functions. Hendershot Investments provides personalized, fee-only investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s approach focuses on fundamental analysis and intrinsic-value assessment of high-quality companies, employing discretionary portfolio management with an emphasis on low turnover, fixed-income laddering, and diversified funds.

Wealth management Tax-loss harvesting Retirement income strategy Income planning General tax planning Retired Founder/Business Owner Baby Boomers (Born 1946-1964)
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