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 $2 Million to $12 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
 

Pricing

We are proud to offer the most transparent and upfront pricing.

$5,000 - $9,999

Generally clients with up to $1,000,000

$10,000 - $19,999

Clients typically have $1,000,000 to $5,000,000

$20,000+

Clients generally have more than $5,000,000

Our fees are negotiable

 

Service & Pricing Vs. Others

The example below is based on a client with $2,000,000.

 

Hummel Planning

With Hummel Planning, this client would pay $12,000 per year.

  • 6-12 meetings in the first year (4-12 per year after first year)

  • All meetings and communications are with a CERTIFIED FINANCIAL PLANNER™ professional. 

  • Financial planning for all areas of your financial life

  • The value we bring is Financial planning

  • Educating clients and encouraging financial literacy 

  • Keep your accounts wherever you want (recommendations available)

  • Assist in implementing recommendations

  • Monitor your whole financial life

Other Firms

With other advisors, this client would pay $20,000 per year. (based on standard 1.00% fee for assets under management (AUM))

  • Call 1 to 2 times per year to discuss investment performance

  • Interactions and meetings could be with any number of people with varying qualifications.

  • Advise on money under management

  • Financial plan is "free"

  • Complicated explanations and industry jargon when communicating

  • Hold your investment accounts

  • Make investment purchases for you.

  • Monitor your investments under their management

Collaborating at Work

Financial Planning

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

 

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.

Business Meeting

Digital Assets, NFTs, and Blockchain Technology

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

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.

Brainstorming

Memberships

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This site is published for residents of the United States only. Sean Hummel is a registered investment adviser in the State(s) of
Washington and Texas. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from
registration. Individualized responses to persons that involve either the effecting of
transaction in securities, or the rendering of personalized investment advice for
compensation, will not be made without registration or exemption. 

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.