Whitcomb & Hess, Inc. logo

Whitcomb & Hess, Inc.

Updated today

Total assets under management

$490,699,890

Total clients

1,337

8% high-net worth

Total advisors

8

of 31 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

167

Average account size

$367,016

About

Whitcomb & Hess serves a mix of individual clients (including high net worth individuals), corporations, trusts, estates, charitable organizations, and sponsors of participant-directed retirement plans. The firm provides discretionary and non-discretionary portfolio management, pension consulting, financial planning, and also offers tax, accounting and insurance services as part of its broader practice.

Investment advice and account supervision are tailored to each client’s objectives, time horizon, risk tolerance and tax considerations, and the firm employs fundamental and technical analysis with both long- and short-term strategies. Accounts are reviewed at least quarterly and clients receive regular performance and account reports; the firm notes that some third‑party performance reporting used in communications may not reflect the net effect of advisory fees, and it can execute margin (borrowed) transactions for clients when requested.

Whitcomb & Hess is notable for operating as a CPA and licensed insurance agency alongside its SEC‑registered advisory business, and for integrating pension plan participant educational workshops and employee communications into its consulting services. The brochure also discloses operational features that are less common among peers — including trustee arrangements that create limited custody considerations, use of standing letters of authorization, and a modular fixed‑fee financial planning offering with set pricing for updates.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Occupation focus

Retired Founder/Business Owner

Fee options

Fixed

Financial planning fixed fees from $250 to $2,500 depending on arrangement

Percentage

$0 - $499,999: 1.00% annually (Portfolio Management) $500,000 - $999,999: 0.80% annually (Portfolio Management) $1,000,000 - $1,999,999: 0.60% annually (Portfolio Management) $2,000,000 - $2,999,999: 0.40% annually (Portfolio Management) $3,000,000 - $4,999,999: 0.30% annually (Portfolio Management) $5,000,000+: 0.20% annually (Portfolio Management) $0 - $999,999: 0.75% annually (Pension Consulting) $1,000,000 - $1,999,999: 0.50% annually (Pension Consulting) $2,000,000 - $4,999,999: 0.30% annually (Pension Consulting) $5,000,000+: 0.20% annually (Pension Consulting)

Other

Minimum fee: $25 per quarter minimum fee for portfolio management Fee-only: Financial planning fees range from $250 to $2,500 on a fixed fee basis; fees for updates are 30% (annual) or 45% (bi-annual) of initial plan price

Main office location

Whitcomb & Hess, Inc.

1020 Cleveland Avenue

Ashland OH 44805, United States

Number of offices

1

Most active in

California · Florida · Indiana · North Carolina · Ohio · Pennsylvania · Texas

Disclosures

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

Business activities & affiliations

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")