HENDERSHOTT WEALTH MANAGEMENT, LLC
SEC RegisteredBe Financially Ready to Thrive
About the firm
Hendershott Wealth Management® is a 100% virtual, fee-only fiduciary financial advisory firm serving clients across all 50 states. The firm specializes in financial planning and investment management for high-net-worth women and couples, offering comprehensive services including tax planning, estate planning, insurance, investment portfolio construction, and retirement income generation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management services including diversified investment portfolio construction, retirement planning, tax planning and optimization (including Ultra Tax Efficient Wealth Management®), risk management and insurance, estate planning, equity compensation planning, and financial education programs such as Ignite Investing®
Who they serve
High-net-worth women and couples, as well as new investors seeking financial education
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 85 | $37M |
| High Net Worth Individuals | 72 | $266M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $2,000,000 | 1.00% |
| $2,000,000.01 - $5,000,000 | 0.80% |
| $5,000,000.01 - $10,000,000 | 0.50% |
| Over $10,000,000 | 0.35% |
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HENDERSHOTT WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.