Hendershott Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“We charge an hourly fee of $350 for financial planning services, which is negotiable depending on the scope and complexity of your situation and financial objectives.”

Flat or project fee

$1,000⁠-⁠$12,000

“The fixed fee can range between $1,000.00 and $12,000.00.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Hendershott Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our annual portfolio management fee is billed and payable quarterly in advance based on the value of your account on the last day of the previous quarter.”
• “Our advisory fee is negotiable, depending on individual client circumstances.”
• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”

How Hendershott Wealth Management, LLC’s fees compare

• Its hourly rate of $350 is above the Indiana median of $250. 80% of the 119 other Indiana planners that publish an hourly rate charge less.
• 5 of the 8 other planners in Fishers that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$12,000 spans the Indiana median of $5,000. 71% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 4 of the 5 other planners in Fishers that publish a flat or project fee charge less.

About Hendershott Wealth Management, LLC

• Firm size: 9 employees.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

157

Employees

9

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$305,773,253

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

170839

Website

hendershottwealth.com (opens in new tab)

Phone

(877) 743-6500

Can advise clients in 7 states: California, Georgia, Indiana, New Hampshire, Oregon, Texas, Washington

Other planners in Fishers that publish fees

• CBG & Company, Inc.Fishers$200⁠-⁠$300/hr
• Genesis Advisors, LLCFishers$125⁠-⁠$300/hr
• Gentry FinancialFishers$500/hr, $5,000⁠-⁠$10,000
• Heartland Financial PlannersFishers$299/hr, $2,950
• Human Capital Wealth ManagementFishers$250/hr, $1,500⁠-⁠$5,000
• Pace Financial Group, LLCFishers$500/hr

Compare all 16 planners in Fishers