Hemsley Advisors, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hemsley Advisors, Ltd. provides continuous asset management, financial planning, and consulting services to individuals (both non-high-net-worth and high-net-worth), charitable organizations, and businesses. The firm offers portfolio management on both discretionary and non-discretionary bases and delivers written financial plans that address topics such as taxes, retirement, estate planning, insurance, and cash flow.
The firm develops individualized investment policies through client interviews and uses fundamental analysis, asset allocation, and long-term purchase strategies to construct portfolios, with account reviews at least quarterly and periodic performance reporting to clients. Financial planning is included with portfolio management and is also available on an hourly basis or as a separate consulting engagement; Hemsley may implement margin transactions with client consent and accepts client-imposed investment restrictions.
Distinctive operational features include the firm’s reported asset mix as of 12/31/2025 — approximately $85.1 million managed on a discretionary basis and about $552.9 million on a non-discretionary basis — indicating most client accounts retain final trading approval. The firm requires clients to custody accounts at Schwab Advisor Services in order for Hemsley to manage them (and receives support services from Schwab), and it does not vote client proxies, leaving proxy voting and related corporate actions to clients.
Client services
Expertise
Fee options
Portfolio management fees may be charged on a flat fee basis, negotiated case-by-case; consulting fees may be flat fees, negotiated case-by-case
$0 - $50,000: Minimum fee of $300 per year (may be waived) $50,000+: 0.60% per year, billed quarterly
Financial planning fees charged at $200 per hour; consulting fees charged hourly as agreed
Account minimum: $50,000 Minimum fee: Minimum fee of $300 per year for accounts under $50,000 (may be waived at Advisor's discretion) Fee-only: Portfolio management fees charged as percentage of AUM; financial planning charged hourly; consulting fees charged hourly or flat fees as agreed
Main office
See office311 S. Wacker Drive, Suite 1525
Chicago IL 60606
Advisors at this office
2
Offices (3)
Most active in
Arizona · California · Florida · Georgia · Illinois · Louisiana · Massachusetts · Michigan · New Hampshire · New York · Ohio · Rhode Island · South Carolina · Tennessee · Texas
Also doing business as
Hemsley & Associates, Ltd. · Hemsley Advisors, Ltd. · Hemsley Sweeney & Associates Ltd
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.
Advisors at this firm
Nicholas M
Series 65
Chicago, IL
Hemsley Advisors, Ltd.
Nicholas Martin is a financial advisor at Hemsley Advisors, Ltd. in Chicago, holding a Series 65 designation with six years of industry experience. He has been with Hemsley Advisors since 2018 and is also the sole owner of 21st Century Tax Services, Inc., a tax preparation and bookkeeping business. Hemsley Advisors, Ltd. serves individuals, charitable organizations, and corporations with portfolio management, financial planning, and consulting services. The firm emphasizes individualized investment policies, fundamental analysis, asset allocation, and a buy-and-hold strategy, managing the majority of client assets on a non-discretionary basis.
Robert D
Series 65
Clearwater, FL
Hemsley Advisors, Ltd.
Robert Di Legge is a financial advisor at Hemsley Advisors, Ltd. in Clearwater, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Hemsley Advisors in 2023, he worked at Twilio, FullStory, Adobe, and Atlantix Global Systems. Hemsley Advisors, Ltd. is an SEC-registered advisory firm managing approximately $541 million across a client base that includes individuals, charitable organizations, and corporations. The firm offers portfolio management, integrated financial planning, and consulting services, emphasizing individualized investment policies, fundamental analysis, and a buy-and-hold strategy.
George H
CFP®, Series 63, Series 65
Barrington, IL
Hemsley Advisors, Ltd.
George Hemsley is a CFP® with 28 years of experience in the financial services industry. He has been with Hemsley Advisors, Ltd. since 1988 and continues to advise clients through this firm based in Barrington, IL. Hemsley Advisors, Ltd. provides asset management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm uses a fundamental analysis and long-term investment approach to develop individualized portfolios and offers both discretionary and non-discretionary management, with financial planning available as part of their services or as standalone engagements.
Alexander H
CFP®, Series 66
Chicago, IL
Hemsley Advisors, Ltd.
Alexander Hemsley is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Hemsley Advisors, Ltd. since 2018 and previously held roles at Fidelity Brokerage Services LLC and the Illinois Department of Financial and Professional Regulations. He is based in Chicago, IL. Hemsley Advisors, Ltd. is an SEC-registered advisory firm serving individuals, charitable organizations, and corporations. The firm provides portfolio management, financial planning, and consulting services, focusing on individualized investment policies and primarily managing assets on a non-discretionary basis.
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