Hilary
Hendershott
Hendershott Wealth Management, LLC
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About this Advisor
Hilary Hendershott is a certified financial planner working out of San Jose, California with a total of 9 years of relevant experience. Hendershott is on the advisory team at Hendershott Wealth Management, LLC. Hendershott has gained experience at Family Wealth Consultants, Inc, Hilary Hendershott Financial, LLC and Hilary Hendershott Wealth Management. Hendershott has a Series 65 license, designating them as an investment advisor representative, and can serve investors in California and Texas. Hendershott Wealth Management, LLC is a registered investment company operating out of San Jose, CA. It controls $143 million in total assets across its 466 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 466 customer accounts, 28% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually vary depending on which services are provided. However, fee types charged by Hendershott Wealth Management, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hendershott Wealth Management, LLC Brokerage Details
$142,524,588
5
466
$305,847
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Hilary Hendershott Work History
Hilary has been registered as a financial advisor for 9 years.*
Hilary Hendershott Wealth Management
Hilary Hendershott Financial, LLC
Family Wealth Consultants, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Hilary Hendershott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hendershott Wealth Management, LLC
San Jose, CA
Goshen, IN
San Jose, CA
San Jose, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
