Hendershott Wealth Management at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 7 advisors are listed here; 6 of 7 hold the CFP.
- Its Form ADV reports 9 employees and 157 individual clients, 72 of them high net worth.
- Its average account is about $508,000 (assets it manages divided by its 602 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Fishers, Indiana |
|---|---|
| Website | hendershottwealth.com |
| [email protected] | |
| Phone | (877) 743-6500 |
Questions about Hendershott Wealth Management
How is Hendershott Wealth Management paid?
Hendershott Wealth Management's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Hendershott Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 7 advisors at Hendershott Wealth Management, and 6 hold the CFP.
What is the average account at Hendershott Wealth Management?
Hendershott Wealth Management's average account is about $508,000. That's the assets on its Form ADV divided by its 602 accounts.
What does Hendershott Wealth Management specialize in?
Hendershott Wealth Management's advisors and website list tax planning, estate & legacy planning and retirement planning.
Is Hendershott Wealth Management accepting new clients?
Yes, according to Hendershott Wealth Management's website, checked October 28, 2026.
Does Hendershott Wealth Management work with clients virtually?
Yes. Hendershott Wealth Management's website says it works with clients virtually.
Hendershott Wealth Management fees
Hendershott Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $306 million |
| Individual clients | 85 |
| High-net-worth clients | 72 |
| Accounts managed | 602 |
| Employees | 9 |
| Planning clients | 0 |
| Registered with | The SEC (801-120494) |
| Financial planning | Offered |
| Form ADV filed | October 6, 2026 |
| SEC record | CRD 170839 |