How does the advisor help clients – Key Takeaways:
HEMMING WEALTH MANAGEMENT, INC. is dedicated to providing top-notch financial expertise to its clients. With years of experience in the industry, the team at Hemming Wealth Management is well-equipped to help clients achieve their financial goals through personalized services and tailored strategies.
Facts and Insights
Hemming Wealth Management, Inc. was founded in 2008 and has been operating successfully for over a decade. They currently have 25 advisors and manage over $1 billion in assets. Their success is a testament to their commitment to their clients and their expertise in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion | 25 | 11 |
Financial Services Offered
HEMMING WEALTH MANAGEMENT, INC. offers a wide range of financial services, including but not limited to: investment management, retirement planning, estate planning, tax planning, and insurance planning. Their team of experts is well-versed in all aspects of the financial industry and are dedicated to creating personalized solutions for each client’s unique financial situation.
Client Types
HEMMING WEALTH MANAGEMENT, INC. caters to a diverse range of clients, including high net worth individuals, families, and businesses. They understand that each client has different financial needs and priorities, and they tailor their services accordingly.
Fees & Compensation
HEMMING WEALTH MANAGEMENT, INC. prides itself on transparency when it comes to fees and compensation. They offer fee-only services, which means they do not receive commissions or other incentives for recommending certain investment products. This ensures that their recommendations are always in the best interest of their clients.
Background
HEMMING WEALTH MANAGEMENT, INC. was founded by John Hemming, a highly experienced financial advisor with over 20 years of experience in the industry. He is a certified financial planner (CFP) and is dedicated to helping clients achieve financial success and security.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any potential conflicts of interest or disclosures. HEMMING WEALTH MANAGEMENT, INC. has a clean record, with no disciplinary actions or disclosures on record. This further solidifies their commitment to their clients and their dedication to ethical and responsible financial practices.