Hommel Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,750,000
Clients
63
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
$154,762
About
Hommel Wealth Management is an independent registered investment adviser serving primarily individual clients with portfolio management and financial planning services. The firm also coordinates life insurance and annuity solutions by referring clients to licensed insurance agents when those products are considered appropriate.
Accounts are custodied and reported directly by a third-party custodian, with monthly statements and a secure client portal for ongoing access and review. The sole advisor provides ongoing portfolio management and also prepares individual income tax returns for clients on request, with tax-preparation work and investment advice disclosed as separate activities.
Compared with many peers, the firm discloses that it may receive referral compensation related to insurance placements and provides advance notification and full disclosure of such arrangements. As a small, single-advisor practice, the firm emphasizes direct oversight of advisory activities and explicit disclosure of referral and ancillary services that are less common among independent advisers.
Client services
Main office location
Hommel Wealth Management, Inc.
1225 Franklin Ave, Ste 325
Garden City NY 11530, United States
Number of offices
1
Most active in
New York
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.
Forms ADV
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