{"url":"https://nivawealth.com/firms/hanc-wealth-management-249789","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/249789","regulatoryAum":492087918,"crd":"249789","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6647444","suffix":null,"lastName":"Bauman","firstName":"Brett","middleName":"Joseph"},{"crd":"8063410","suffix":null,"lastName":"Bryers","firstName":"Nathaniel","middleName":"S"},{"crd":"6794885","suffix":null,"lastName":"Price","firstName":"Connor","middleName":"James"},{"crd":"2439559","suffix":null,"lastName":"PRICE","firstName":"THOMAS","middleName":"JOSEPH"},{"crd":"7498330","suffix":null,"lastName":"SAL","firstName":"AARON","middleName":"JAY"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-22","regulatoryAum":252608491,"clients":262,"employees":3,"offices":1},{"filedOn":"2022-03-21","regulatoryAum":221448754,"clients":347,"employees":4,"offices":1},{"filedOn":"2023-03-01","regulatoryAum":250713073,"clients":240,"employees":4,"offices":1},{"filedOn":"2024-03-29","regulatoryAum":308819845,"clients":277,"employees":4,"offices":1},{"filedOn":"2025-03-26","regulatoryAum":378295537,"clients":317,"employees":4,"offices":1},{"filedOn":"2026-07-31","regulatoryAum":492087918,"clients":349,"employees":5,"offices":1}],"secFileNumber":"801-114535","legalName":"Hanc Wealth Management, LLC","displayName":"Hanc Wealth Management","slug":"hanc-wealth-management-249789","website":"https://hungerfordfinancial.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/hungerford-financial","founded":null,"organization":"Michigan limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2910 Lucerne Drive Se","city":"Grand Rapids","state":"MI","stateName":"Michigan","country":"United States","postalCode":"49546"},"tradeNames":[],"registration":{"secApproved":"30 January 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1267060.449122807,"staff":{"employees":5,"advisory":5,"brokerDealerReps":5,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":492087918,"discretionary":456679942,"discretionaryAccounts":1039,"nonDiscretionary":35407976,"nonDiscretionaryAccounts":22,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":191,"regulatoryAum":71448574},{"label":"High-net-worth individuals","clients":94,"regulatoryAum":289663654},{"label":"Pension and profit-sharing plans","clients":22,"regulatoryAum":35407976},{"label":"Charitable organizations","clients":35,"regulatoryAum":92446012},{"label":"Corporations and other businesses","clients":7,"regulatoryAum":3121702}],"feePrograms":[{"role":"main","program":"Portfolio Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053548","versionId":1053548,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-07-31","documentName":"ADV PART 2A - FIRM BROCHURE","fee_rate_low":0.65,"fee_rate_high":0.95,"fee_negotiable":true,"minimum_account":100000,"feeMinimumPeriod":"annual","fee_minimum_annual":1200},{"role":"other","program":"Financial Planning Services","summary":"Financial planning is billed hourly at $250 per hour, negotiable, and due on presentation of the plan or conclusion of the consulting arrangement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053548","versionId":1053548,"submittedOn":"2026-07-31","documentName":"ADV PART 2A - FIRM BROCHURE"},{"role":"other","program":"Retirement Plan Services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053548","versionId":1053548,"submittedOn":"2026-07-31","documentName":"ADV PART 2A - FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T10:06:04.483101+00:00","documents":[{"name":"ADV PART 2A - FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053548","versionId":1053548,"submittedOn":"2026-07-31"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Omaha, NE","smaAssets":368500000},{"name":"Schwab Charitable","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":877960000}],"custodyNote":"Hanc Wealth Management has custody of $195M in client assets for 160 clients.","leadership":[{"name":"Thomas Price","title":"Managing Member/CCO","crd":"2439559"}],"ownership":[{"label":"Thomas Price","detail":"Managing member/cco in the 50% to 75% ownership band and a control person, since November 2015."},{"label":"Hungerford, Aldrin, Nichols & Carter, P.C.","detail":"Member in the 50% to 75% ownership band and a control person, since November 2015."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"2910 Lucerne Drive Se","city":"Grand Rapids","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"616-302-1558","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":22},{"label":"U.S. government/agency bonds","percent":1},{"label":"Investment grade corporate bonds","percent":19},{"label":"Securities issued by registered investment companies or business development companies","percent":56},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"31 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/249789/PDF/249789.pdf","brochureDate":"31 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053548","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Hanc Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hanc Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Hanc Wealth Management charge?","answer":"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.","source":"ADV PART 2A - FIRM BROCHURE, filed 31 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hanc Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hanc Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hanc Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Hanc Wealth Management have a minimum investment?","answer":"Yes, Hanc Wealth Management’s minimum account size for its Portfolio Management Services is $100K. It charges a $1.2K annual minimum fee.","source":"ADV PART 2A - FIRM BROCHURE, filed 31 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Hanc Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hanc Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Hanc Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Hanc Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}