Hemming& Wealth Management, Inc.

600 E. FRONT STREET, Traverse City, Michigan 49686

SEC CRD#300918
Last ADV filed: 07/16/2025
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee1.00%of assets under management

Detailed Fee Schedule

advisory services are charged an asset-based fee that typically ranges up to 1.00% annually. Fees are negotiable depending on the size and complexity of the Plan. Fees in the first quarter of the engagement are prorated from the effective date of the Agreement to the end of the first quart

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMHourly feesFixed fees

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Hemming& Wealth Management, Inc. — Fiduciary Advisor Profile | FiduciaryListings