Hanc Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Hanc Wealth Management reports 349 clients. They include 191 individual clients, 94 high-net-worth individuals and 35 charitable organizations. Of its assets, 92.8% ($457M across 1,039 accounts) are managed with discretion; $35.4M across 22 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 15% |
| High-net-worth individuals | 27% | 59% |
| Pension and profit-sharing plans | 6% | 7% |
| Charitable organizations | 10% | 19% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 191 | $71.4M | 14.5% | $374K |
| High-net-worth individuals | 94 | $290M | 58.9% | $3.08M |
| Pension and profit-sharing plans | 22 | $35.4M | 7.2% | $1.61M |
| Charitable organizations | 35 | $92.4M | 18.8% | $2.64M |
| Corporations and other businesses | 7 | $3.12M | 0.6% | $446K |
| Total | 349 | $492M | 100% | $1.41M |
- Clients
- 191
- Regulatory AUM
- $71.4M
- AUM share
- 14.5%
- Avg. per client
- $374K
- Clients
- 94
- Regulatory AUM
- $290M
- AUM share
- 58.9%
- Avg. per client
- $3.08M
- Clients
- 22
- Regulatory AUM
- $35.4M
- AUM share
- 7.2%
- Avg. per client
- $1.61M
- Clients
- 35
- Regulatory AUM
- $92.4M
- AUM share
- 18.8%
- Avg. per client
- $2.64M
- Clients
- 7
- Regulatory AUM
- $3.12M
- AUM share
- 0.6%
- Avg. per client
- $446K
Total
- Clients
- 349
- Regulatory AUM
- $492M
- AUM share
- 100%
- Avg. per client
- $1.41M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Hanc Wealth Management charges 0.65%–0.95% a year for its Portfolio Management Services. The fee is billed in advance, is negotiable, has a $1,200 annual minimum and requires an account of at least $100,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is billed hourly at $250 per hour, negotiable, and due on presentation of the plan or conclusion of the consulting arrangement.
- Retirement Plan Services
- Retirement plan services are billed as a percentage of plan assets on a tiered schedule from 0.60% down to 0.15%, with a $2,000 minimum annual fee per plan, negotiable.
Thomas Price owns 50% to 75% of Hanc Wealth Management. It has 5 employees.
Leadership
Thomas PriceManaging Member/CCO
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 5 broker-dealer reps
- 2 insurance agents
- Owns 50% to 75% of Hanc Wealth Management, LLC
Thomas Price
Control person · since November 2015
- Owns 50% to 75% of Hanc Wealth Management, LLC
Hungerford, Aldrin, Nichols & Carter, P.C.
Control person · since November 2015
Hanc Wealth Management’s regulatory assets grew 1.9× from $253M (April 2021) to $492M (July 2026); clients rose from 262 to 349 and employees from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $492M | 349 | 5 | 1 |
| March 2025 | $378M | 317 | 4 | 1 |
| March 2024 | $309M | 277 | 4 | 1 |
| March 2023 | $251M | 240 | 4 | 1 |
| March 2022 | $221M | 347 | 4 | 1 |
| April 2021 | $253M | 262 | 3 | 1 |
Besides its headquarters, Hanc Wealth Management has 0 offices, with 1 listed address in Michigan.
Michigan · 1 listed address
- 2910 Lucerne Drive Se, Grand RapidsHQ
Contact and registration details
- Legal name
- Hanc Wealth Management, LLC
- Headquarters
- 2910 Lucerne Drive Se, Grand Rapids, MI 49546
- Website
- hungerfordfinancial.com
- Phone
- 616-302-1558
- @hungerford-financial
- SEC file
- 801-114535
- Structure
- Michigan LLC
- Fiscal year end
- December
Hanc Wealth Management uses Charles Schwab ($878M, 70%) and Charles Schwab ($369M, 30%) as custodians for its separately managed accounts. Hanc Wealth Management has custody of $195M in client assets for 160 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $369M30%
- Charles SchwabSchwab Charitable · Westlake, TX · $878M70%
At year end, Hanc Wealth Management’s separately managed accounts were mostly in funds (56%) and stocks (22%).
What the accounts hold
- Stocks22%
- Funds56%
- Bonds20%
- Investment grade corporate bonds19%
- U.S. government and agency bonds1%
- Cash2%
How many clients does Hanc Wealth Management have?
Hanc Wealth Management has 349 clients and manages $492 million for them, as of July 2026. They include 191 individual clients, 94 high-net-worth individuals and 35 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 July 2026
What services does Hanc Wealth Management offer?
Hanc Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hanc Wealth Management charge?
Hanc Wealth Management charges 0.65%–0.95% a year for its Portfolio Management Services. The fee is billed in advance, is negotiable, has a $1,200 annual minimum and requires an account of at least $100,000.
Which custodians does Hanc Wealth Management use?
Hanc Wealth Management’s separately managed account assets are held at Schwab Charitable (Westlake, TX), with $878M and Charles Schwab & Co., Inc. (Omaha, NE), with $369M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 July 2026
How many financial advisors does Hanc Wealth Management have?
Hanc Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hanc Wealth Management invest in?
At the end of its last fiscal year, Hanc Wealth Management’s separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 19% investment grade corporate bonds, 2% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Hanc Wealth Management have a minimum investment?
Yes, Hanc Wealth Management’s minimum account size for its Portfolio Management Services is $100K. It charges a $1.2K annual minimum fee.
Who owns Hanc Wealth Management?
Hanc Wealth Management’s direct owners are Thomas Price (50% to 75%) and Hungerford, Aldrin, Nichols & Carter, P.C. (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 July 2026
How does Hanc Wealth Management get paid?
Hanc Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Hanc Wealth Management registered with the SEC?
Yes, Hanc Wealth Management has been registered with the SEC as an investment adviser since 30 January 2019. Its CRD number is 249789 and its SEC file number is 801-114535.
Source: Form ADV Part 1A, Item 1, filed 31 July 2026; IAPD firm record
How do I contact Hanc Wealth Management?
Hanc Wealth Management’s main office is at 2910 Lucerne Drive Se, Grand Rapids, MI 49546. Its phone number is 616-302-1558. Its website is hungerfordfinancial.com.