Updated November 20, 2023
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Hendershott Wealth Management

Investment Advisor Firm
Total assets under management$143M
Years in business10+

About Hendershott Wealth Management

Hendershott Wealth Management is a financial advisory company founded in 2014 by Hilary Hendershott. As a female-focused registered investment advisory (RIA) firm in San Jose, California, they aim to empower women business owners and help them achieve financial success.

One of the unique approaches offered by Hendershott Wealth Management is their Money Operating System®. This transformative approach utilizes the power of neuroplasticity to rewire how individuals think and talk about money. Through their 12-month transformational profits consulting program called the Money Blueprint®, clients can receive money mindset coaching and better understand the numbers tied to their business' success.

What sets the Money Blueprint® apart is its practicality for women who are business owners. By understanding all the factors affecting their day-to-day business operations, clients can make better financial decisions for the future. Hendershott Wealth Management helps identify problem areas, develop personalized plans, and provide insights to improve overall financial well-being.

In addition to its coaching program, Hendershott Wealth Management offers comprehensive and holistic financial planning services. They operate as true fee-only fiduciaries, meaning they always have their clients' best interests in mind. Their investment portfolio management services are available for a select group of clients.

No matter one's financial history or beliefs, Hendershott Wealth Management believes anyone can change their finances. They envision a future where business owners thrive, abundance is everywhere, and anything is possible. With a focus on empowering women through practical insights and personalized plans, Hendershott Wealth Management aims to help clients take complete control of their financial future.

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Monthly Fee
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Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Tax Optimization
  4. Portfolio Management

More about Hendershott Wealth Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1708394

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings