Hendershott Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and retirement plan services.
Hendershott Wealth Management reports 158 clients. They include 85 individual clients, 72 high-net-worth individuals and 1 corporate or other business client. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $306M across 602 accounts are not. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 12% |
| High-net-worth individuals | 46% | 87% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 85 | $36.6M | 12.0% | $431K |
| High-net-worth individuals | 72 | $266M | 87.1% | $3.7M |
| Corporations and other businesses | 1 | $2.8M | 0.9% | $2.8M |
| Total | 158 | $306M | 100% | $1.94M |
- Clients
- 85
- Regulatory AUM
- $36.6M
- AUM share
- 12.0%
- Avg. per client
- $431K
- Clients
- 72
- Regulatory AUM
- $266M
- AUM share
- 87.1%
- Avg. per client
- $3.7M
- Clients
- 1
- Regulatory AUM
- $2.8M
- AUM share
- 0.9%
- Avg. per client
- $2.8M
Total
- Clients
- 158
- Regulatory AUM
- $306M
- AUM share
- 100%
- Avg. per client
- $1.94M
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Hendershott Wealth Management charges 0.35%–1.00% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- 3(21) Fiduciary 401(k) Services
- Standard advisory fee of 0.60% of all assets in the plan; this fee is negotiable.
- Financial Coaching
- Fixed fee of $1,500 to $20,000, negotiable in certain circumstances, or $400 to $800 an hour.
- Financial Planning
- Hourly fee of $350 for financial planning, negotiable; a fixed-fee family financial plan ranges from $1,000 to $12,000.
- UTEWM Strategy Session
- $995 for a 60-minute strategy session, credited against portfolio management fees if the client later enrolls.
Hilary Hendershott owns 75% or more of Hendershott Wealth Management. The leadership team of Hendershott Wealth Management includes Chief Compliance Officer Jennifer Rupp. It has 9 employees, 6 of them in advisory roles.
Leadership
- Jennifer RuppSenior Advisor and Chief Compliance Officer
- Hilary HendershottManaging Member
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Ashley Bradford
- Alyssa Noelle Hause
- Hilary Martin Hendershott
- Robert James Hendershott
- Kristy Nicole Larm
- Jennifer Kay Rupp
- Hollina Kay Wadsworth
Staff
- 9 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 75% or more of Hendershott Wealth Management, LLC
Hilary Hendershott
Control person · since April 2014
Hendershott Wealth Management’s regulatory assets grew 2.7× from $113M (March 2021) to $306M (February 2026); clients rose from 126 to 158 and employees from 4 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $306M | 158 | 9 | 2 |
| January 2025 | $236M | 143 | 7 | 2 |
| May 2024 | $169M | 142 | 5 | 2 |
| May 2023 | $143M | 142 | 5 | 1 |
| March 2022 | $154M | 136 | 5 | 1 |
| March 2021 | $113M | 126 | 4 | 1 |
Besides its headquarters, Hendershott Wealth Management has 1 office, with 2 listed addresses in California and Indiana.
California · 1 listed address
- 2570 N First Street, San Jose
Indiana · 1 listed address
- 11 Municipal Drive, Ste 200 PMB 1018, FishersHQ
Contact and registration details
- Legal name
- Hendershott Wealth Management, LLC
- Headquarters
- 11 Municipal Drive, Ste 200 PMB 1018, Fishers, IN 46038
- Website
- hendershottwealth.com
- Phone
- 877-743-6500
- SEC file
- 801-120494
- Founded
- 2014
- Structure
- Delaware LLC
- Fiscal year end
- December
Hendershott Wealth Management uses Charles Schwab ($272M, 90%) and Fidelity ($30.8M, 10%) as custodians for its separately managed accounts. Hendershott Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $272M90%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $30.8M10%
At year end, Hendershott Wealth Management’s separately managed accounts were mostly in funds (72%) and stocks (27%).
What the accounts hold
- Stocks27%
- Funds72%
- Cash1%
How many clients does Hendershott Wealth Management have?
Hendershott Wealth Management has 158 clients and manages $306 million for them, as of February 2026. They include 85 individual clients, 72 high-net-worth individuals and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026
What services does Hendershott Wealth Management offer?
Hendershott Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Hendershott Wealth Management charge?
Hendershott Wealth Management charges 0.35%–1.00% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Source: HILARY HENDERSHOTT WEALTH MANAGEMENT, LLC - PART 2 DISCLOSURE BROCHURE, filed 27 February 2026
Which custodians does Hendershott Wealth Management use?
Hendershott Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $272M and Fidelity Brokerage Services LLC (Smithfield, RI), with $30.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026
How many financial advisors does Hendershott Wealth Management have?
Hendershott Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Hendershott Wealth Management invest in?
At the end of its last fiscal year, Hendershott Wealth Management’s separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hendershott Wealth Management?
Hendershott Wealth Management’s direct owner is Hilary Hendershott (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 February 2026
How does Hendershott Wealth Management get paid?
Hendershott Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Hendershott Wealth Management registered with the SEC?
Yes, Hendershott Wealth Management has been registered with the SEC as an investment adviser since 11 March 2021. Its CRD number is 170839 and its SEC file number is 801-120494.
Source: Form ADV Part 1A, Item 1, filed 27 February 2026; IAPD firm record
How do I contact Hendershott Wealth Management?
Hendershott Wealth Management’s main office is at 11 Municipal Drive, Ste 200 PMB 1018, Fishers, IN 46038. Its phone number is 877-743-6500. Its website is hendershottwealth.com.