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Hendershott Wealth Management, LLC

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Total assets under management

$305,773,253

Total clients

157

46% high-net worth

Total advisors

6

of 9 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

26

Average account size

$1,947,600

About

Hendershott Wealth Management advises individuals, trusts, estates, charitable organizations and business entities, serving both non‑high‑net‑worth and high‑net‑worth clients and managing roughly $305.8 million in client assets. The firm offers portfolio management, selection of third‑party asset managers, financial planning, financial coaching and non‑discretionary pension (401(k)) consulting, and operates an Ignite Investing program for select clients with smaller account sizes.

The firm typically provides non‑discretionary portfolio management, requiring client approval prior to executing transactions, and implements strategies using firm model portfolios, third‑party asset managers, and ongoing monitoring and rebalancing. Investment advice emphasizes mutual funds and ETFs and relies on fundamental analysis and long‑term purchase approaches, with occasional short‑term trading and explicit guidance that tax efficiency is not the primary portfolio driver.

Several features distinguish Hendershott from many team peers: it reports a majority of assets managed on a non‑discretionary basis, maintains an affiliation with another registered adviser that supplies research and model recommendations, and uses endorsements, testimonials and third‑party ratings in its advertising. The firm also combines conventional advisory services with distinct offerings — an Ignite Investing pathway for smaller accounts, structured financial coaching, and paid tax‑efficient strategy sessions — as well as fiduciary 401(k) consulting.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning fixed fees ranging between $1,000 and $12,000; Financial coaching fixed fees ranging between $1,500 and $20,000; $995 for 60-minute strategy session.

Percentage

$0 - $2,000,000: 1.00% $2,000,000.01 - $5,000,000: 0.80% $5,000,000.01 - $10,000,000: 0.50% $10,000,000.01+: 0.35%

Project-based

$350/hour for financial planning services (negotiable); $400-$800 per hour for financial coaching (optional).

Other

Account minimum: $1,500,000 Fee-only: Hourly financial planning services at $350/hour (negotiable); Fixed financial planning fees ranging from $1,000 to $12,000; Fixed financial coaching fees ranging from $1,500 to $20,000; $995 for Ultra Tax Efficient Wealth Management® Strategy Session.

Main office location

Hendershott Wealth Management, LLC

11 Municipal Drive, Ste 200 Pmb 1018

Fishers IN 46038, United States

Number of offices

2

Most active in

California · Georgia · Indiana · New Hampshire · Oregon · Puerto Rico · Texas · Washington

Disclosures

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

Business activities & affiliations

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