Financial Freedom is only a click away

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. 

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

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

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

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

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.

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.

Memberships