Hilary M. Hendershott
HENDERSHOTT WEALTH MANAGEMENT
Dorado, PR
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CRD#: 5573791
Professional summary
Hilary Martin Hendershott, CFP®, who also goes by Hilary Kathryn Martin, Hillary Kathryn Martin, Hillary Martin, is a registered financial advisor currently at HENDERSHOTT WEALTH MANAGEMENT, LLC located in Dorado, and BHPR EQUITY RESEARCH CORP located in San Juan, .
Hilary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Hilary has worked at 3 firms and has passed the Series 65 exam.
Biography
Hilary Hendershott is the founder of Hilary Hendershott Wealth Management, a leading financial advisory firm for women. As a fiduciary financial advisor and stock market expert, Hilary’s mission is to empower women to take control of their finances and make their money work for them.
After working in the financial services industry for over a decade, Hilary became increasingly aware of a unique gap in the marketplace. Hundreds of thousands of women were eager to make wise investment decisions, but the male-dominated financial industry wasn’t equipped to meet their needs. Her solution? Opening her own firm. Founded in 2014, Hilary Hendershott Wealth Management is one of the first and only female-focused Registered Investment Advisory firms in America.
Hilary has helped women across the U.S. preserve and grow their wealth, while reducing—or even eliminating—financial stress. She leverages her education, personal experiences, relationships, and “got your back” know-how to grow her client’s financial wealth and champion their financial freedom.
Before founding Hilary Hendershott Wealth Management, Hilary worked as a wealth advisor for Family Wealth Consulting Group, where she managed the wealth-building plans for more than 100 affluent families and earned a reputation as a relationship-focused and results-driven advisor.
Hilary hosts Profit Boss® Radio, a weekly podcast where she and her guests offer inspiration and actionable advice to support women in their financial journey. She’s also a TEDx speaker, and has been featured in the Wall Street Journal, NBC, ABC, FOX, DailyWorth, Forbes, and Investopedia.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Retirement Planning
Divorce Planning
Insurance Planning
Estate Planning
Do you have an area of expertise or specialization?
Business Owners
Entrepreneurs
Financial Psychology/Coaching
High Net Worth Client Needs
Investment Advice with Ongoing...
Middle Income Client Needs
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Hilary Kathryn Martin | Hillary Kathryn Martin | Hillary Martin
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Hendershott Wealth Management, LLC; CA; investment adviser representative; Managing Member and IAR; start date 05/2014;
CRS (Client Relationship Summary) - RIA
Click below to view Hilary Martin Hendershott's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
May 20, 2014 - Present
HENDERSHOTT WEALTH MANAGEMENT, LLC
RIA
CRD#: 170839
Dorado, PR
Current
October 16, 2024 - Present
BHPR EQUITY RESEARCH CORP
Office #1: 53 Calle Palmeras Caribe Office Bldg, Suite 600, San Juan, PR 00901-2421RIA
CRD#: 328585
SAN JUAN, PR
Past
September 8, 2008 - October 20, 2014
FAMILY WEALTH CONSULTANTS, INC.
RIA
CRD#: 128494
SAN JOSE, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HENDERSHOTT WEALTH MANAGEMENT, LLC
HENDERSHOTT WEALTH MANAGEMENT, LLC | MARTIN, HILARY | HILARY HENDERSHOTT WEALTH MANAGEMENT, LLC
CRD#: 170839 / SEC#: 801-120494
RIA
Registered Investment Advisory firm - (3/11/2021 Approved)California
Registered Investment Advisory firm - (4/28/2021 Terminated)Indiana
Registered Investment Advisory firm - (3/30/2021 Terminated)Texas
Registered Investment Advisory firm - (3/29/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(1/5/2025)
IAR
Puerto Rico(5/23/2024)
IAR
Texas(7/18/2016)
Current Firm
HENDERSHOTT WEALTH MANAGEMENT, LLC
HENDERSHOTT WEALTH MANAGEMENT, LLC | MARTIN, HILARY | HILARY HENDERSHOTT WEALTH MANAGEMENT, LLC
CRD#: 170839 / SEC#: 801-120494
RIA
Registered Investment Advisory firm - (3/11/2021 Approved)California
Registered Investment Advisory firm - (4/28/2021 Terminated)Indiana
Registered Investment Advisory firm - (3/30/2021 Terminated)Texas
Registered Investment Advisory firm - (3/29/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11 Municipal Drive Ste 200 Pmb 1018, Fishers, IN 46038
Mailing Address
Phone number
(877) 743-6500
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 522 |
| AUM (Assets Under Management) | $ 235,639,534 |
Red Flags
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