Hendershott Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$302,969,395
Clients
157
Advisors
6
across 6 offices
About
Hendershott Wealth Management advises individuals, trusts, estates, charitable organizations and business entities, serving both non‑high‑net‑worth and high‑net‑worth clients and managing roughly $305.8 million in client assets. The firm offers portfolio management, selection of third‑party asset managers, financial planning, financial coaching and non‑discretionary pension (401(k)) consulting, and operates an Ignite Investing program for select clients with smaller account sizes.
The firm typically provides non‑discretionary portfolio management, requiring client approval prior to executing transactions, and implements strategies using firm model portfolios, third‑party asset managers, and ongoing monitoring and rebalancing. Investment advice emphasizes mutual funds and ETFs and relies on fundamental analysis and long‑term purchase approaches, with occasional short‑term trading and explicit guidance that tax efficiency is not the primary portfolio driver.
Several features distinguish Hendershott from many team peers: it reports a majority of assets managed on a non‑discretionary basis, maintains an affiliation with another registered adviser that supplies research and model recommendations, and uses endorsements, testimonials and third‑party ratings in its advertising. The firm also combines conventional advisory services with distinct offerings — an Ignite Investing pathway for smaller accounts, structured financial coaching, and paid tax‑efficient strategy sessions — as well as fiduciary 401(k) consulting.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees ranging between $1,000 and $12,000; Financial coaching fixed fees ranging between $1,500 and $20,000; $995 for 60-minute strategy session.
$0 - $2,000,000: 1.00% $2,000,000.01 - $5,000,000: 0.80% $5,000,000.01 - $10,000,000: 0.50% $10,000,000.01+: 0.35%
$350/hour for financial planning services (negotiable); $400-$800 per hour for financial coaching (optional).
Account minimum: $1,500,000 Fee-only: Hourly financial planning services at $350/hour (negotiable); Fixed financial planning fees ranging from $1,000 to $12,000; Fixed financial coaching fees ranging from $1,500 to $20,000; $995 for Ultra Tax Efficient Wealth Management® Strategy Session.
Main office
See office11 Municipal Drive, Ste 200 Pmb 1018
Fishers IN 46038
Advisors at this office
1
Offices (6)
Most active in
California · Georgia · Indiana · New Hampshire · Oregon · Puerto Rico · Texas · Utah · Washington
Also doing business as
Hendershott Wealth Management, LLC · Hilary Hendershott Wealth Management, LLC · Martin, Hilary
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
Jennifer R
CFP®, Series 63, Series 65
Goshen, IN
Hendershott Wealth Management, LLC
Jennifer Rupp is a CFP® with 17 years of industry experience, currently serving at Hendershott Wealth Management, LLC. Her prior experience includes roles at Mutual Securities, Inc. and Guidance Investment Advisors, LLC. Outside of her advisory work, she is an independent consultant for Arbonne, a non-investment related business. Hendershott Wealth Management provides investment and planning services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth clients. The firm offers tailored portfolio management, financial planning, and a financial coaching program, primarily using mutual funds, ETFs, and model portfolios with a non-discretionary approach requiring client approval for transactions.
Kristy L
CFP®
South Jordan, UT
Hendershott Wealth Management, LLC
Kristy Larm is a CFP® professional with over 16 years of industry experience, currently serving as an advisor at Hendershott Wealth Management, LLC. She previously worked at Wilson Financial Advisors from 2010 to 2026 before joining her current firm. Hendershott Wealth Management provides advisory services to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $305.8 million in client assets. The firm offers portfolio management, financial planning, financial coaching, and pension consulting, focusing on non-discretionary strategies that emphasize mutual funds, ETFs, and long-term investment approaches.
Hilary H
CFP®, Series 65
Fishers, IN
Hendershott Wealth Management, LLC
Hilary Hendershott is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. She is the managing member and investment adviser representative at Hendershott Wealth Management, LLC, where she has worked since 2014. Hilary previously worked at Bhpr Equity Research Corp and operated Hilary Hendershott Financial, LLC. Hendershott Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $305.8 million in client assets. The firm provides primarily non-discretionary portfolio management, financial planning, and consulting services through a combination of firm model portfolios, third-party asset managers, and specialized programs such as Ignite Investing for smaller accounts.
Hollina W
CFP®, Series 66
Bend, OR
Hendershott Wealth Management, LLC
Hollina Wadsworth is a CFP® with four years of industry experience, currently serving as an advisor at Hendershott Wealth Management, LLC. Prior to joining Hendershott, she worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, and she also spent six years at Baker Boyer Bank. Hendershott Wealth Management advises individuals, trusts, estates, charitable organizations, and business entities, serving clients across a range of asset levels. The firm emphasizes non-discretionary portfolio management using model portfolios and third-party managers, focusing on mutual funds and ETFs with a long-term approach, while offering specialized services such as financial coaching and a program tailored for smaller accounts.
Alyssa H
CFP®
Pismo Beach, CA
Hendershott Wealth Management, LLC
Alyssa Hause is a CFP® professional with five years of industry experience, currently serving as an advisor at Hendershott Wealth Management, LLC. She has been with Hendershott Wealth Management since 2020 and also works with Family Wealth Consultants, Inc., where she prepares financial plans and handles client follow-up. Hendershott Wealth Management provides investment and planning services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth clients. The firm offers portfolio management, third-party asset manager selection, financial planning, and a financial coaching program, delivering tailored advice based on client objectives and risk tolerance.
Ashley B
CFP®, Series 63, Series 65
Covington, GA
Hendershott Wealth Management, LLC
Ashley Bradford is a CFP® professional with two years of industry experience, currently serving with Hendershott Wealth Management, LLC. Prior to joining Hendershott, Ashley held roles at Trinity Wealth Securities, Florida Financial Advisors, and other firms, and is the founder and CEO of Wealthy and Winning Financial Solutions, LLC, providing personal and business financial coaching. Hendershott Wealth Management advises individuals, trusts, estates, charitable organizations, and business entities, managing approximately $305.8 million in client assets. The firm emphasizes non-discretionary portfolio management through firm model portfolios and third-party managers, focusing on fundamental analysis and long-term strategies while offering services like financial coaching and 401(k) consulting.
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