hemming& Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$288,094,406
Clients
436
Advisors
4
of 9 employees
About
hemming& Wealth Management, Inc. provides investment advisory and financial planning services to individuals, high‑net‑worth clients, families, trusts, charitable organizations, businesses and retirement plans, managing about $292.6 million for roughly 436 clients through a four‑advisor team. Services described in the brochure include discretionary portfolio management, standalone and ongoing financial planning, retirement plan advisory (ERISA 3(21) investment oversight, vendor analysis and performance reporting), and limited sub‑advisory consulting for brokerage customers.
The firm describes a client‑centric process that begins with identifying goals, risk tolerance and financial circumstances, then constructing portfolios using internal management and, where appropriate, unaffiliated managers or platforms. Investment work emphasizes fundamental analysis and a generally long‑term approach with holdings in ETFs, mutual funds, individual equities and fixed income, supported by periodic monitoring and at least annual formal reviews.
Distinctive disclosures in the brochure note that the firm advertises performance results and provides performance reports to plan sponsors, a practice that is statistically uncommon among similar supported firms. The brochure also highlights recent operational changes — including a sub‑advisory engagement with BlackRock and an institutional platform relationship with a major custodian that supplies research and other economic benefits — and it discloses that several advisory persons are licensed insurance professionals, with the document describing how those arrangements and potential conflicts are managed.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning engagements on a project or ongoing basis
$0 - $250,000: 1.50% $250,001 - $500,000: 1.40% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $6,000,000: 0.70% $6,000,001 - $8,000,000: 0.60% $8,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
Up to $500 per hour for project-based financial planning
Ongoing financial planning engagements offered for fixed quarterly fees payable in advance
Account minimum: $500,000 Fee-only: Investment management fees based on tiered schedule above; financial planning offered separately (hourly up to $500 or fixed fees); retirement plan advisory fees tiered (1.00% up to $250,000; 0.75% $250,001-$1,000,000; 0.50% $1,000,001-$3,000,000; over $3,000,000 negotiable)
Main office
600 E. Front Street, Suite 201
Traverse City MI 49686
Advisors at this office
4
Most active in
Florida · Michigan · Texas
Also doing business as
Hemming & Wealth Management · Hemming& Wealth Management, Inc.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Autumn S
CFP®, Series 66
Traverse City, MI
hemming& Wealth Management, Inc.
Autumn Soltysiak is a CFP® and holds a Series 66 license, with 22 years of industry experience. She has been with hemming& Wealth Management, Inc. since 2019 and previously worked at SAGEPOINT FINANCIAL from 2015 to 2019. Outside of advisory work, Autumn is involved in insurance sales. hemming& Wealth Management is a team-based SEC-registered advisor with four advisors managing approximately $253 million for individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm provides discretionary investment management, financial planning, and retirement plan advisory services, using a fundamental analysis-driven investment approach and offering formal performance reporting to clients and plan sponsors.
Tanelle B
Series 65
Traverse City, MI
hemming& Wealth Management, Inc.
Tanelle Budd is a financial advisor at hemming& Wealth Management, Inc. with two years of industry experience. Prior to joining hemming&, she worked for six years at Edward Jones. Outside of her advisory role, she serves as a clerk for Cleveland Township in Cedar, Michigan. hemming& Wealth Management is a team-based SEC-registered firm with four advisors managing approximately $253 million. The firm provides discretionary investment management, financial planning, and retirement plan advisory services for individuals, families, trusts, charitable organizations, businesses, and retirement plans, employing a fundamental analysis approach and a mix of internal and external management resources.
Jena P
Series 65
Traverse City, MI
hemming& Wealth Management, Inc.
Jena Posey is a Series 65 registered advisor at hemming& Wealth Management, Inc. with three years of industry experience. She has worked at hemming& Wealth Management, Inc. since 2022 and previously held positions at Wealth Reimagined Group, Homewise Works, Portfolio Holdings, LLC, and Integrated Financial. hemming& Wealth Management, Inc. provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $292.6 million for about 436 clients through a four-advisor team, emphasizing a client-centric process that incorporates fundamental analysis and a long-term investment approach.
Dawn H
Series 63, Series 65
Traverse City, MI
hemming& Wealth Management, Inc.
Dawn Hemming is a financial advisor with hemming& Wealth Management, Inc. in Traverse City, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at SagePoint Financial, Inc. for ten years before joining her current firm in 2019. Hemming is an owner and agent of an insurance business specializing in long-term care and life insurance and serves on the board of a privately held solar engineering firm. hemming& Wealth Management is a team-based SEC-registered advisor managing approximately $253 million for individuals, high-net-worth clients, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, emphasizing fundamental analysis and portfolio construction with a generally long-term investment approach.
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