Mitch Hamer
The intersection of financial planning, investment management, and life plans for high performers.
Intersecting Wealth · Northbrook, Idaho
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.
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Specialties
Who they serve
- 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
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.
Services
- Cash Flow Planning
- Financial Planning
- Insurance/Risk Management
- Portfolio Management
- Life Transition Planning
- Family Wealth Transfer
- Retirement Planning
- Portfolio Rebalancing
- Stock Option Planning
- Tax Strategy
- Wealth Management
- Financial Advice & Coaching
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 | $100M - $500M |
| Firm founded | 2024 |
| Firm size | 1 employee |
| Credentials | CFP |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in IL, TX · CRD 6346673 |
| Exams passed | Series 65 (2014) |
| Firm size | 170 employees |
| Disclosures | None reported |
| Website | www.intersectingwealth.com |
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Questions about Mitch
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Intersecting Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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