HCM Wealth Advisors
- Company typePrivate
- Founded1990
- HeadquartersCincinnati, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
HCM Wealth Advisors firmographics
Firmographics- Name
- HCM Wealth Advisors
- Legal name
- HCM Wealth Advisors
- Website
- https://hengeholdcapital.com
- Company type
- Private
- Founded year
- 1990
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
HCM Wealth Advisors industry classification
Industry- Product category
- Registered Investment Advisory / Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
- akta.pro secondary industry
- Discretionary Portfolio Management (DPM) (FSAAABAC)
Keywords
Where HCM Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Cincinnati
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
HCM Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Fee-Only Wealth Management: Registered Investment Advisor providing fee-only fiduciary financial planning and wealth management services. Revenue generated through advisory fees, likely based on assets under management (AUM) or flat fee arrangements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Fee-only advisory services - custom pricing |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels9 records
HCM Wealth Advisors product offering
Product offeringCore offering
HCM Wealth Advisors is a Cincinnati-based, fee-only, fiduciary Registered Investment Advisor that delivers comprehensive wealth management, tax planning, and accounting services to help clients retire with confidence. Its flagship Retirement Roadmap™ program provides a structured, integrated approach to retirement and investment planning, with specialized offerings for P&G employees, Ohio Police & Fire members, GE employees, medical professionals, and communications industry workers.
Product overview
HCM Wealth Advisors offers a unified wealth management platform centered on the Retirement Roadmap™ program, supplemented by integrated tax planning and CPA services. The firm provides a comprehensive suite including business and individual tax services, a client portal, and various educational content (podcasts, webinars, newsletters). Key third-party tools include SafeSend Returns® for tax return processing and Riskalyze for portfolio analysis. The company also distributes free planning guides as lead magnets and maintains a client portal for account access.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Roadmap™ HCM Wealth Advisors' flagship comprehensive wealth management program providing a structured, integrated methodology for retirement planning and investment strategy for individuals approaching or in retirement, including specialized tracks for P&G, OP&F, GE, medical professionals, and communications clients.
- Tax Planning & CPA Services Comprehensive tax planning and CPA service line integrated with the firm's wealth management offering, covering both personal and business tax contexts to optimize client tax outcomes.
- Business Services Accounting and financial services within the Tax Planning & CPA division, tailored specifically for business owners and offered alongside the firm's wealth and personal tax services.
- Individual Tax Services Personal tax preparation and planning services for individual clients, integrated with the broader wealth management and retirement planning offering.
Companies that use HCM Wealth Advisors
Customer profileSegments6 records
Ideal customer profiles6 records
HCM Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature3 records
HCM Wealth Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- SafeSend Returns®coreIntegration partner for tax return preparation and delivery. HCM Wealth Advisors uses SafeSend Returns® as part of their tax services offering, allowing clients to securely receive and sign tax returns digitally.
Recent moves3 records
Expansion highlights3 records
HCM Wealth Advisors competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
HCM Wealth Advisors social profiles
Digital presenceHCM Wealth Advisors compliance and trust
Trust signalCompliance1 record
HCM Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
HCM Wealth Advisors leadership team
Management profileNumber of profiles
HCM Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
HCM Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about HCM Wealth Advisors
What does HCM Wealth Advisors do?
HCM Wealth Advisors is a Cincinnati-based, fee-only, fiduciary Registered Investment Advisor that delivers comprehensive wealth management, tax planning, and accounting services to help clients retire with confidence. Its flagship Retirement Roadmap™ program provides a structured, integrated approach to retirement and investment planning, with specialized offerings for P&G employees, Ohio Police & Fire members, GE employees, medical professionals, and communications industry workers.
Is HCM Wealth Advisors a public or private company?
HCM Wealth Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was HCM Wealth Advisors founded?
HCM Wealth Advisors was founded in 1990. It employs 11 to 50 people.
Where is HCM Wealth Advisors based?
HCM Wealth Advisors is headquartered in Cincinnati, United States, in the North America region.
How does HCM Wealth Advisors make money?
One revenue line is on record: fee-Only Wealth Management.
Does HCM Wealth Advisors have an API?
No public API is recorded for HCM Wealth Advisors.
What industry is HCM Wealth Advisors in?
HCM Wealth Advisors's product category is Registered Investment Advisory / Wealth Management Services. Its primary akta.pro industry code is FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail), with a secondary code of FSAAABAC, Discretionary Portfolio Management (DPM). Its NAICS code is 523940 and its SIC code is 6282.