Hilary Hendershott, financial advisor San Jose CA

Hilary Hendershott

CRD Number: 5573791
Current Firm: Hendershott Wealth Management, LLC

Hilary Hendershott (CRD# 5573791) is an Investment Advisor Representative working at Hendershott Wealth Management, LLC in San Jose, CA and has over 15 years of experience in the finance industry. Hilary Hendershott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hilary Hendershott Wealth Management San Jose, CA Mar 2014 - Current 10
Hilary Hendershott Financial, LLC San Jose, CA Jul 2014 - Jun 2018 3
Family Wealth Consultants, Inc. San Jose, CA Nov 2007 - Oct 2014 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Hilary M. Hendershott
Phone Number: 408-769-3005
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    143
    MILLIONS
  • Total Number of Accounts
    466
    ACCOUNTS
  • Average Account Value
    $305,847
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, ID, IN, LA, NH, TX, WA

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