Hilary Hendershott Wealth Management, LLC
Hilary Hendershott Wealth Management, LLC (CRD# 170839) is a financial advisory firm headquartered in San Jose, CA. They manage $49,921,874 in 163 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management50MILLION
Total Number of Accounts163ACCOUNTS
Average Account Value$306,269
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, IN, TX
Hilary Hendershott (CRD# 5573791) is an Investment Advisor Representative working at Hilary Hendershott Wealth Management, LLC in San Jose, CA and has over 9 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.
Jennifer Rupp (CRD# 5200268) is an Investment Advisor Representative working at Hilary Hendershott Wealth Management, LLC in Goshen, IN and has over 10 years of experience in the finance industry.