A complete list of active advisors currently associated with Hamsher Wealth Management, LLC

Warmer can help you find a great advisor at Hamsher Wealth Management, LLC or one who fits your needs even better.

Hamsher Wealth Management serves individuals, high‑net‑worth clients, and trusts with discretionary asset management, financial planning, and limited‑scope ERISA 3(21) retirement plan services. The firm also facilitates access to third‑party money managers and provides consulting on cash flow, insurance reviews, education funding, and retirement planning. Investment programs are established through client consultation to document goals, time horizons, and risk tolerance, and portfolios are implemented using the firm’s discretionary authority or by referring clients to third‑party managers (including Gradient Investments). The firm describes use of fundamental, technical, charting, and cyclical analysis among available methods, custodians assets at Charles Schwab, conducts quarterly account reviews, and offers a cloud‑based client portal (Generational Vault) for reporting and document storage. Noteworthy disclosures in the brochure include an affiliated insurance business in which the managing member spends approximately 40% of his time, and arrangements to receive portions of fees from third‑party managers. The firm reports $9,446,663 in discretionary AUM (and $0 non‑discretionary AUM), and discloses ownership and incentive ties to a private‑equity affiliate related to a referred manager, which the brochure identifies as potential conflicts of interest.

To learn more about the advisors currently working at Hamsher Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.