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Hilary Martin Hendershott

HENDERSHOTT WEALTH MANAGEMENT, LLC·FISHERS, Indiana
Series 65Clean record17 years registeredHENDERSHOTT WEALTH MANAGEMENT, LLC
11 MUNICIPAL DRIVE, FISHERS, IN 46038CRD# 5573791Firm CRD# 170839

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Hilary Martin Hendershott · FISHERS, IN
Registration
CRD #5573791 · HENDERSHOTT WEALTH MANAGEMENT, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

BHPR EQUITY RESEARCH CORP
Oct 2024 – present
HENDERSHOTT WEALTH MANAGEMENT, LLC
May 2014 – present
FAMILY WEALTH CONSULTANTS, INC.
Sep 2008 – Oct 2014
SAN JOSE, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 8, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HENDERSHOTT WEALTH MANAGEMENT, LLC
CRD 170839 · SEC 801-120494
AUM
$169M
Regulatory assets under management
Employees
7
485 client accounts
Services offered by HENDERSHOTT WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HENDERSHOTT WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Hilary Martin Hendershott offer?
Hilary Martin Hendershott specializes in Financial Planning, Investment Management. Contact their office in FISHERS, Indiana for a consultation.
What are Hilary Martin Hendershott's credentials?
Hilary Martin Hendershott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Hilary Martin Hendershott located?
Hilary Martin Hendershott is based in FISHERS, Indiana, working with HENDERSHOTT WEALTH MANAGEMENT, LLC. Their office serves clients in the FISHERS metropolitan area and surrounding communities.
How does Hilary Martin Hendershott charge for services?
Hilary Martin Hendershott's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HENDERSHOTT WEALTH MANAGEMENT, LLC?
HENDERSHOTT WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jennifer Kay Rupp
FISHERS, IN
CFP

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