Hammond Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hammond Wealth Partners is a fee-only fiduciary that provides discretionary investment management and financial planning primarily to individuals, families, and high‑net‑worth clients, and may also work with trusts, estates, and small businesses. The firm offers planning engagements as standalone projects, hourly consultations, or ongoing subscription arrangements in addition to portfolio management.
Portfolios are tailored to each client’s objectives, risk tolerance, and time horizon and may include strategic asset allocation, tax‑efficient management, diversified ETF/index portfolios, and individual securities when appropriate. The firm uses a mix of fundamental, technical, quantitative, and macroeconomic analysis and may make tactical adjustments, with discretion exercised when authorized and clients able to impose reasonable investment restrictions.
Distinctive aspects disclosed in the brochure include the firm’s recent formation and very small asset base, the availability of an ongoing planning subscription option, and ownership ties to a separate tax preparation business (with the related conflict disclosed and clients free to use other providers). The adviser also has a technology consulting affiliation and emphasizes both active/tactical methods and tax-aware portfolio management while not maintaining custody of client assets.
Client services
Expertise
Fee options
Fixed project fees typically ranging from $500 to $2,500
up to 1.00% annually
Generally billed at $200 per hour for consulting services
Ongoing financial planning subscription fees generally ranging from $25 to $250 per month
Fee-only: Financial planning fixed project fees ranging from $500 to $2,500; hourly consulting at $200 per hour; ongoing financial planning subscription fees ranging from $25 to $250 per month
Main office
Gastonia NC
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Hammond Wealth Partners · Hammond Wealth Partners LLC · Hammond Wealth Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)