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They include 1,231 individual clients, 106 high-net-worth individuals, and 14 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Whitcomb & Hess offer?","answer":"Whitcomb & Hess provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, publishing newsletters, and educational seminars.","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 Whitcomb & Hess charge?","answer":"Whitcomb & Hess charges 0.20%–1.00% a year for its Portfolio Management Fees. The fee is billed in advance, is not negotiable and has a $100 annual minimum.","source":"WHITCOMB & HESS BROCHURE, filed 25 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Whitcomb & Hess use?","answer":"Whitcomb & Hess’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $491M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Whitcomb & Hess have?","answer":"Whitcomb & Hess has 8 investment adviser representatives registered with state securities authorities, out of 31 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 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 Whitcomb & Hess invest in?","answer":"At the end of its last fiscal year, Whitcomb & Hess’ separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 3% exchange-traded equities.","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":"Who owns Whitcomb & Hess?","answer":"Whitcomb & Hess’ direct owners are Aaron Bates, Eric Key, Neil Hinkle, Ryan Gilmer, Teri Yoder and Beau Carpenter, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 25 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Whitcomb & Hess get paid?","answer":"Whitcomb & Hess is paid through a percentage of assets under management and fixed fees. 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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."}