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.
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.
Typically, we see accounts paying
10 to 30 times more for their investments with no added value.
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.
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.
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
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.
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.
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.
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
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:
Traditional Asset Management
We take care of the investing for you
We align your investments with your values.