# Mitch Hamer

> Mitch Hamer is a fee-only financial advisor at Intersecting Wealth in Northbrook, Idaho, who holds the CFP credential. Mitch charges a flat fee or retainer, a one-time planning fee, hourly fees and a percentage of assets and focuses on real estate investors, small business owners and retirement planning.

Page: https://find.wellspent.co/advisors/mitch-hamer/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Intersecting Wealth
- **Based in:** Northbrook, Idaho
- **Fee model:** Flat fee or retainer; One-time planning fee; Hourly; Percentage of assets
- **Assets under management (firm):** $100M - $500M
- **Credentials:** CFP
- **Specialties:** Real estate investors, Small business owners, Retirement planning, Family wealth transfer, Equity compensation, Estate & legacy planning
- **Works with:** HENRY (High Earners, Not Rich Yet), High earners, Ultra high net worth, Executives, Founders, Early-career professionals, Multi-generational families, Pre-retirees, Retirees, Real estate investors
- **CRD:** 6346673 (https://adviserinfo.sec.gov/individual/summary/6346673)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 65 (2014)
- **Firm size:** 170 employees
- **Disclosures:** None reported
- **Website:** www.intersectingwealth.com

## About

Intersecting Wealth is a comprehensive wealth advisory solution for high performing founders, operators, and executives.  We serve as the coordinator of life plans, financial plans, and investment management.

We know that:
-Life planning, financial planning and generational wealth are interconnected.
-We are driven by humility and compassion to do meaningful work with good people.
-Caring for clients is our highest priority.
Successful financial planning starts by knowing and aligning with our clients.
-We don't know it all. We are continually curious and inquisitive.
-We research, investigate and partner with experts to find answers, insights and understanding.
-We always ask questions and challenge every assumption, starting with ourselves.
-We focus on client outcomes over margins.

## Frequently asked questions

### Is Mitch Hamer a fee-only financial advisor?

Yes. Mitch Hamer is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Mitch's firm.

### How does Mitch charge for financial advice?

Mitch charges a flat fee or retainer, a one-time planning fee, hourly fees and a percentage of assets.

### Where is Mitch Hamer based?

Mitch Hamer is based in Northbrook, Idaho.

### What does Mitch specialize in?

Mitch's specialties include real estate investors, small business owners, retirement planning, family wealth transfer, equity compensation and estate & legacy planning. Mitch works with HENRY (High Earners, Not Rich Yet), high earners, ultra high net worth, executives and founders.

### What credentials does Mitch Hamer hold?

Mitch Hamer holds the CFP credential.

### Is Mitch Hamer registered with the SEC?

Yes. Mitch Hamer is registered as an investment adviser representative in IL and TX (CRD 6346673), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Intersecting Wealth manage?

Intersecting Wealth reports $100M - $500M in assets under management.

### How do I contact Mitch Hamer?

Through Mitch's website, www.intersectingwealth.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://intersectingwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.