HUMMEL WEALTH MANAGEMENT, LLC

How does the advisor help clients – Key Takeaways:

HUMMEL WEALTH MANAGEMENT, LLC is a highly reputable financial firm that provides expert guidance and comprehensive solutions to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, the firm has established a strong track record of success in creating customized strategies for clients of all backgrounds and financial situations.

Our advisors are dedicated to serving the best interests of each and every client, and pride themselves on delivering personalized and attentive service. They work closely with each individual to identify their unique needs and create a tailored plan to suit their goals and objectives.

With a wide range of financial services and a wealth of expertise, HUMMEL WEALTH MANAGEMENT, LLC is committed to helping clients build, manage, and protect their wealth for the long term.

Facts and Insights

Founded in 2005, HUMMEL WEALTH MANAGEMENT, LLC has been in business for over 15 years and has amassed a strong portfolio of successful client relationships. As of 2020, the firm has over $500 million in assets under management and a team of 8 experienced advisors.

HUMMEL WEALTH MANAGEMENT, LLC focuses on providing a holistic approach to wealth management, offering a range of financial services to address all aspects of a client’s financial life. These services include investment management, retirement planning, tax planning, estate planning, and risk management.

The firm works with a diverse clientele, including high-net-worth individuals, families, and small business owners. Our advisors also have extensive experience working with clients from various industries and professions, including healthcare, education, and technology.

Assets Under Management, Number of Advisors and Time in Business:

Financial Services Offered

• Investment management
• Retirement planning
• Tax planning
• Estate planning
• Risk management

Client Types

HUMMEL WEALTH MANAGEMENT, LLC caters to a diverse range of clients, including:

• High-net-worth individuals
• Families
• Small business owners
• Professionals from various industries, such as healthcare, education, and technology

Fees & Compensation

At HUMMEL WEALTH MANAGEMENT, LLC, we believe in full transparency when it comes to fees and compensation. Our advisors are primarily fee-based, meaning their compensation is based on a percentage of the assets under management. This ensures that their interests are aligned with those of our clients, as their compensation increases as the client’s assets grow.

However, our advisors may also receive commissions for certain financial products, such as insurance policies, in which case they must disclose this information to the client beforehand.

Background

HUMMEL WEALTH MANAGEMENT, LLC was founded by John Hummel in 2005 with the goal of providing expert financial guidance and personalized solutions to clients. John has over 20 years of experience in the financial industry and holds various professional certifications, including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®).

Under John’s leadership, the firm has grown to become one of the most successful and reputable financial firms in the industry, known for its comprehensive approach and exceptional client service.

Financial Advisor Disclosures to Know

HUMMEL WEALTH MANAGEMENT, LLC and its advisors pride themselves on maintaining the highest ethical standards and always acting in the best interests of their clients. As such, the firm has a clean record with no disclosures or sanctions reported by any regulatory bodies. Our advisors also adhere to a strict code of ethics and regularly undergo continuing education to stay up-to-date on industry regulations and best practices.

Whether you are just starting to build your wealth or are looking to protect and grow your existing assets, HUMMEL WEALTH MANAGEMENT, LLC has the expertise and resources to help you reach your financial goals