PUBLIC-SOURCE PROFILE
Hilary Hendershott
Founder & Chief Advisor
Hendershott Wealth Management ↗
San Jose, California
BACKGROUND & PLANNING FOCUS
Get to know Hilary.
Hendershott founded the firm to help women and couples manage, grow, and protect their wealth. Her team provides ongoing wealth management and investment planning.
- Reported firm
- Hendershott Wealth Management
- CRD number
- Not listed in this profile
- Minimum investment
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- Fees & compensation
- Confirm directly before engaging
BEFORE YOU MAKE A DECISION
Start with better questions.
- Which services and experience are most relevant to my situation?
- In what capacity would you work with me, and when would you act as a fiduciary?
- What would I pay, including commissions, product costs, and any referral fees?
- Who holds my assets, and how would we communicate and measure progress?
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Profile assembled from published professional sources. Details can change; use the original source to confirm.
Firm office; a separate primary mailing address is in Fishers, Indiana
THE RIGHT CONVERSATION STARTS HERE
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