{
  "crd_number": 170839,
  "slug": "hendershott-wealth-management-llc-fishers-in-170839",
  "primary_business_name": "HENDERSHOTT WEALTH MANAGEMENT, LLC",
  "legal_name": "HENDERSHOTT WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Fishers",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "26900",
  "metro": {
    "cbsa_code": "26900",
    "common_name": "Indianapolis",
    "msa_name": "Indianapolis-Carmel-Greenwood, IN",
    "path": "/advisors/in/indianapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-03-11",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 305773253.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 305773253.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 36603779.0,
      "count": 85
    },
    "high_net_worth_individuals": {
      "raum": 266365616.0,
      "count": 72
    },
    "corporations_other_businesses": {
      "raum": 2803858.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "GA",
    "IN",
    "NH",
    "OR",
    "PR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/HILARYHENDERSHOTT",
    "https://hendershottwealth.com",
    "https://hilaryhendershott.com",
    "https://hilaryhendershottwealthmanagement.com",
    "https://igniteinvesting.com",
    "https://instagram.com/hilary.hendershott",
    "https://linkedin.com/IN/HILARYTHECFP",
    "https://x.com/hilarythecfp",
    "https://youtube.com/HILARYHENDERSHOTT"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170839",
  "city_as_filed": "FISHERS",
  "url": "https://advisorcensus.com/firm/hendershott-wealth-management-llc-fishers-in-170839",
  "display_name": "Hendershott Wealth Management, LLC",
  "summary": "Hendershott Wealth Management, LLC is an SEC-registered investment advisory firm in Fishers, IN, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. Hendershott Wealth Management, LLC (CRD 170839): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Hendershott Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Hendershott Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Hendershott Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 27, 2026 states: Hourly rate: $350 an hour (financial planning services); Flat fee: $1,000 to $12,000 (Family Financial Plan); Flat fee: $1,500 to $20,000 (Financial Coaching Services); Hourly rate: $400 to $800 an hour (Financial Coaching). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Hendershott Wealth Management, LLC located?",
      "a": "Hendershott Wealth Management, LLC's principal office is in Fishers, IN, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Hendershott Wealth Management, LLC registered with the SEC or a state?",
      "a": "Hendershott Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 170839."
    },
    {
      "q": "How much does Hendershott Wealth Management, LLC manage?",
      "a": "Hendershott Wealth Management, LLC reports $305,773,253 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (0% discretionary)."
    },
    {
      "q": "How have Hendershott Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Hendershott Wealth Management, LLC: Regulatory assets under management: $113,073,448 in the October 2021 data and $305,773,253 in the October 2026 data, up 170%. Total employees: 4 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Hendershott Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85); high net worth individuals (72); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Which custodians does Hendershott Wealth Management, LLC use?",
      "a": "Hendershott Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Hendershott Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170839"
    },
    {
      "q": "Does Hendershott Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 27, 2026 says: \"In general, we require a minimum of $1,500,000 to open and maintain an investment management advisory account. At our discretion, we may waive this minimum account size.\""
    },
    {
      "q": "What changed in Hendershott Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $235,639,534 to $305,773,253 (+30%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 113073448.0,
      "total_employees": 4,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 153613622.0,
      "total_employees": 5,
      "filing_date": "2022-09-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 142524588.0,
      "total_employees": 5,
      "filing_date": "2023-05-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 169265556.0,
      "total_employees": 7,
      "filing_date": "2024-09-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 235639534.0,
      "total_employees": 7,
      "filing_date": "2025-01-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 305773253.0,
      "total_employees": 9,
      "filing_date": "2026-02-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Regulatory assets under management went from $235,639,534 to $305,773,253 (+30%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in LA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $350 an hour (financial planning services)",
      "Flat fee: $1,000 to $12,000 (Family Financial Plan)",
      "Flat fee: $1,500 to $20,000 (Financial Coaching Services)",
      "Hourly rate: $400 to $800 an hour (Financial Coaching)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, we require a minimum of $1,500,000 to open and maintain an investment management advisory account. At our discretion, we may waive this minimum account size."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 an hour (financial planning services)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $12,000 (Family Financial Plan)"
        ],
        "quotes": [
          "We also offer financial planning on a fixed fee basis. The fixed fee will be agreed upon before the start of any work. The fixed fee can range between $1,000.00 and $12,000.00."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 to $20,000 (Financial Coaching Services)"
        ],
        "quotes": [
          "Financial Coaching Services will generally be offered on a fixed fee basis. The fixed fee will be stated in application materials and will range between $1,500 and $20,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $400 to $800 an hour (Financial Coaching)"
        ],
        "quotes": [
          "Financial Coaching may also be available at rate of $400-$800 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 12000.0,
          "period": "one_time",
          "service": "Family Financial Plan"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1500.0,
          "max": 20000.0,
          "period": "one_time",
          "service": "Financial Coaching Services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 400.0,
          "max": 800.0,
          "period": "hour",
          "service": "Financial Coaching"
        }
      ]
    },
    "quotes": [
      "In general, we require a minimum of $1,500,000 to open and maintain an investment management advisory account. At our discretion, we may waive this minimum account size.",
      "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.",
      "We also offer financial planning on a fixed fee basis. The fixed fee will be agreed upon before the start of any work. The fixed fee can range between $1,000.00 and $12,000.00.",
      "Financial Coaching Services will generally be offered on a fixed fee basis. The fixed fee will be stated in application materials and will range between $1,500 and $20,000.",
      "Financial Coaching may also be available at rate of $400-$800 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/hendershott-wealth-management-llc-fishers-in-170839.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 85,
      "fewer_than_5": false,
      "raum": 36603779.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 72,
      "fewer_than_5": false,
      "raum": 266365616.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2803858.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170839",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}