Romantic Walk in Sunset

Financial Freedom is only a click away

 

What you will NOT find working with us

Nothing for Sale

We firmly believe a business selling products cannot give unbiased advice.

No Minimum Assets for Financial planning

We do specialized in working with assets of $5 Million to $22 Million.

No Commissions

No Kick-backs

We only work for our clients.

No Other Interests

(We are 100% Independent)

Many advisors (including fiduciaries) are contractually restricted to what their brokerage or firm has to offer.

No Middleperson

Typically, we see accounts paying
10 to 30 times more for their investments with no added value.

No Pressure

We work with you to fit your life goals with your financial goals.

Your Grandfather's Broker

Financial planning is a collaborative process that is maximized with regular and proactive communication.

Transactional Services

We only provide ongoing financial services.

Hundreds of Clients

Quality vs quantity. The human brain can maintain ~150 relationships at once; including friends and family.

 

Fee-only
financial planning

Hummel Planning is committed to helping you live your best life through custom-tailored financial planning. 

We are proud to be a fiduciary, providing the highest quality financial advice on an a fee-only basis.

Sean A. Hummel, is a CERTIFIED FINANCIAL PLANNER™ professional providing custom-tailored financial services. Learn more about Sean

Cliff Hiking
 
Collaborating at Work

Financial Planning

Financial planning is a collaborative process that is all about you.

 

Wealth Management

Our focus is on you and your future.

Taking the the time to truly get to know you is what gives us the ability to provide the highest level of service. Learning about your past, present, and desired future, is the most important aspect of our process on day 1 and every day after.

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Young Businesspeople

Non-Traditional Relationships

We focus on often overlooked items and assist in navigating these unique financial items when building your plan.

For unmarried partners, and the LGBTQIA+ community. Financial, medical, social, and legal policies that are automatic for traditional married couples, overlook many of these non-traditional homes.

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Business Meeting

Digital Assets, NFTs, and Blockchain Technology

We offer education, guidance and risk management for this new asset.

We know this new asset class is playing a part in our clients lives, one way or another. As your fiduciary we have made it a priority to be a leader in this area.

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Brainstorming

Fee Schedule

We use a graduated fee based on assets.

1.00% up to $1,000,000 
0.20% over $1,000,000
Custom over $23 Million

 

Asset Management

We recognize that portfolio management it isn't for everyone.  Hummel Planning offers asset management services to clients as an optional add-on to financial planning.

Fee for Discretionary assets under management:
0.40%

Analytics

Traditional Asset Management

Mountain Landscape

Morally Mindful 
Money Management

We take care of the investing for you

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We align your investments with your values.


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Memberships

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This site is published for residents of the United States only. Investment advisor representatives of Hummel Planning, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. 

Links to third-party websites are provided for convenience only. Hummel Planning, LLC does not endorse nor support the content of third-party links. Hummel Planning, LLC is not responsible for the content of a third-party website. By clicking on a third-party link, you will leave this website where privacy and security policies may differ from those practiced by Hummel Planning, LLC.

Please see our disclosures and privacy policy.