Jena Posey
Hemming& Wealth Management · Traverse City, Michigan
Jena Posey is a fee-only financial advisor at Hemming& Wealth Management in Traverse City, Michigan. Hemming& Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Hemming& Wealth Management |
|---|---|
| Based in | Traverse City, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $292.6M across 1,614 accounts |
| SEC registration | Investment adviser representative in MI · CRD 5864603 |
| Exams passed | Series 65 (2023) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | hemmingwm.com |
How Jena's firm compares
- Hemming& Wealth Management's average account is about $181,000, from its Form ADV (assets managed divided by 1,614 accounts).
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Questions about Jena
Is Jena Posey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jena holds no broker registration, and Hemming& Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jena charge for financial advice?
Jena's firm, Hemming& Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jena Posey based?
Jena Posey is based in Traverse City, Michigan.
Is Jena Posey registered with the SEC?
Yes. Jena Posey is registered as an investment adviser representative in MI (CRD 5864603), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hemming& Wealth Management manage?
Hemming& Wealth Management reports $292.6M across 1,614 accounts in assets under management.
How do I contact Jena Posey?
Through Jena's website, hemmingwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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