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

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

Hummel Wealth Management is a state‑registered investment adviser that primarily provides non‑discretionary pension consulting to employee benefit plans and their fiduciaries, delivering plan‑level advice such as fund selection analysis, investment performance monitoring, and participant education. The firm also works with trusts, charitable organizations, corporations and other business entities and does not offer ongoing discretionary portfolio management for individual retail clients. The firm tailors its consulting engagements to plan sponsor objectives and documents the scope of services in written agreements, using mutual funds and long‑term purchase strategies as common investment vehicles and conducting at least annual formal reviews. Compensation is typically negotiated on a plan‑by‑plan basis and often structured as a percentage of plan assets, and Hummel reports no regulatory assets under management because it does not provide continuous portfolio management services. Hummel is closely affiliated with Hummel Group, Inc. and related insurance entities, and many of its associated persons are dually registered with O.N. Equity Sales Company (a broker‑dealer) and as investment adviser representatives of O.N. Investment Management Co., in addition to holding insurance licenses — relationships that may affect broker, product, or affiliate recommendations. The firm’s focus on ERISA plan consulting rather than individual discretionary management, together with its broker‑dealer, adviser, and insurance affiliations, distinguishes its business model from most supported firms that predominantly manage individual client portfolios.

To learn more about the advisors currently working at Hummel 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.