Hemsley Advisors
Hemsley Advisors, Ltd. is a fee-only, fiduciary wealth management and financial planning firm founded in 1988, serving individual investors and families across 28 states from offices in Chicago and Barrington, Illinois.
- Company typePrivate
- Founded1988
- HeadquartersChicago, United States
- Headcount—
- GTM typeB2C
- OfferingServices
What Hemsley Advisors does
Hemsley Advisors, Ltd. is a registered investment adviser operating as a fee-only, fiduciary wealth management and financial planning firm headquartered in Chicago, Illinois, with a second office in Barrington, Illinois. Founded by George G. Hemsley in 1988 and operating continuously for nearly four decades, the firm serves individual investors and families across 28 states, with a stated emphasis on clients at all stages of their financial journey. The firm operates with no minimum portfolio size requirement and does not earn commissions, positioning itself as an accessible alternative to commission-based wirehouse and broker-dealer models.
The service offering is organized around three core pillars: Wealth Management (portfolio construction, retirement planning, cash flow management), Financial Planning (near-term and long-term planning, tax planning, mortgage calculations, balance sheet analysis, student loan analysis, retirement calculators), and Legacy and Estate Planning (life insurance analysis, estate tax minimization, trust and gift tax preparation, and notary services). Distribution is relationship-driven: clients are acquired primarily through referrals and engage via personal consultations offered in-person at the two Illinois offices, by phone, or virtually, supported by a professional website and a quarterly newsletter called "The Advisor." The team consists of four professionals — founder/Principal George Hemsley, CFO JoAnne Hemsley, Chief Compliance Officer Nicholas Martin, and Financial Planner Alexander Hemsley — making the firm a small, family-led advisory practice rather than a scaled platform.
Revenue is generated through recurring advisory fees on assets under management, with the firm having surpassed the $100 million AUM milestone in 2011. No underlying technology platform, proprietary investment models, or AI/ML capabilities are disclosed; service delivery is human-advisor-led across tax, estate, retirement, and portfolio disciplines. The firm is a private Illinois limited company with no disclosed funding, no parent company, and no subsidiaries, and it carries a multi-generational management team that is a defining structural feature.
Hemsley Advisors firmographics
Firmographics- Name
- Hemsley Advisors
- Legal name
- Hemsley Advisors, Ltd.
- Website
- https://hemsleyadvisors.com
- Company type
- Private
- Founded year
- 1988
- Operating status
- Operating
- Short description
- Hemsley Advisors, Ltd. is a fee-only, fiduciary wealth management and financial planning firm founded in 1988, serving individual investors and families across 28 states from offices in Chicago and Barrington, Illinois.
- Ownership category
- akta.pro rank
Hemsley Advisors industry classification
Industry- Product category
- Wealth Management & Financial Planning Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Discretionary Portfolio Management (Retail) (FSAAAAAH)
Keywords
Where Hemsley Advisors is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Hemsley Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Advisory Fees: Fee-only wealth management and financial planning services. The firm does not earn commissions, operates as a fiduciary, and has no minimum portfolio size requirement, making services accessible to all clients regardless of wealth level.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-only advisory services with no minimum portfolio requirement |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Hemsley Advisors product offering
Product offeringCore offering
Hemsley Advisors is a fee-only, fiduciary wealth management and financial planning firm offering three core service pillars: Wealth Management, Financial Planning, and Legacy and Estate Planning. The firm provides personalized investment portfolio construction, retirement planning, cash flow management, tax planning, life insurance analysis, estate tax minimization, and trust preparation services to individual investors and families, with no portfolio minimums and no commissions.
Product overview
Hemsley Advisors is a fee-only, fiduciary wealth management and financial planning firm offering a unified advisory platform built around three core service pillars: Wealth Management, Financial Planning, and Legacy and Estate Planning. The firm's Wealth Management service provides investment portfolio construction, retirement planning, and cash flow management. Financial Planning encompasses near-term milestone planning (mortgage calculations, balance sheet analysis, college savings) and long-term planning (retirement calculators, tax planning). Legacy and Estate Planning covers life insurance analysis, estate tax minimization strategies, trust tax preparation, and notary services. All services are delivered on a personalized, relationship-based model with no portfolio minimums, positioning the firm as a comprehensive financial advisory practice rather than a technology-driven product platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management
Companies that use Hemsley Advisors
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
Hemsley Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Hemsley Advisors partnerships and signals
Strategic signalScale indicators3 records
Recent moves10 records
Expansion highlights4 records
Hemsley Advisors competitors and assessment
Company assessmentBroad incumbents
- Edelman Financial Engines: Large national RIA providing fee-only wealth management, financial planning, and retirement services to individuals. Comparable target market (mass-affluent individuals and families) and comprehensive service model, but operates at vastly larger scale via corporate roll-up acquisitions.
- Schwab Wealth Advisory: Charles Schwab's fee-based advisory service for retail clients, providing portfolio management and financial planning. Comparable retail wealth management offering and fiduciary positioning, though embedded within a much larger brokerage ecosystem.
- Creative Planning: One of the largest U.S. RIAs offering fee-only wealth management, financial planning, and estate services. Comparable because it operates the same fiduciary, fee-only model with integrated planning pillars, though at significantly greater scale and geographic footprint than Hemsley.
- Mariner Wealth Advisors: National RIA consolidator providing integrated wealth management, financial planning, and estate services. Comparable integrated service model targeting individuals and families, but built via aggressive M&A roll-up versus Hemsley's organic growth.
- Vanguard Personal Advisor Services: Vanguard's hybrid (digital + human advisor) wealth management service for individuals with no minimum in some tiers. Comparable accessible, fee-based model targeting mass-affluent investors, though offered by a major asset manager at vastly different scale.
Direct peers
- Savant Wealth Management: Mid-sized fee-only RIA offering wealth management, financial planning, and tax services to individuals and families. Closely comparable in service breadth and client focus, with similar family-business heritage and fiduciary, fee-only structure.
- Facet Wealth: Fee-only, fiduciary digital RIA serving mass-affluent clients with no portfolio minimums — directly mirroring Hemsley's accessible, no-minimum positioning. Comparable mission and target segment, but delivered via a tech-enabled virtual model rather than in-person consultations.
- Buckingham Strategic Wealth: Fee-only RIA emphasizing evidence-based wealth management and financial planning for individuals. Comparable fiduciary, fee-only structure and individual-client focus, with similar educational/research-driven content marketing approach.
- Signature Estate Advisors: Boutique fee-only wealth management and estate planning firm serving individuals and families. Comparable in size, family-business character, and integrated wealth/estate planning service model, providing a useful size-comparable benchmark to Hemsley.
- Empower Personal Dashboard (formerly Personal Capital): Hybrid advisory and technology platform offering wealth management and financial planning to individuals. Comparable service pillars (investment management, planning, retirement), but differentiated by a digital-first delivery model and larger asset base.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Hemsley Advisors compliance and trust
Trust signalCompliance1 record
Hemsley Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Hemsley Advisors leadership team
Management profileNumber of profiles
Profiles4 records
Hemsley Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Hemsley 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 Hemsley Advisors
What does Hemsley Advisors do?
Hemsley Advisors is a fee-only, fiduciary wealth management and financial planning firm offering three core service pillars: Wealth Management, Financial Planning, and Legacy and Estate Planning. The firm provides personalized investment portfolio construction, retirement planning, cash flow management, tax planning, life insurance analysis, estate tax minimization, and trust preparation services to individual investors and families, with no portfolio minimums and no commissions.
Is Hemsley Advisors a public or private company?
Hemsley Advisors is a private company. It is classified as family owned and is currently operating.
When was Hemsley Advisors founded?
Hemsley Advisors was founded in 1988.
Where is Hemsley Advisors based?
Hemsley Advisors is headquartered in Chicago, United States, in the North America region.
How does Hemsley Advisors make money?
One revenue line is on record: advisory Fees.
Who are Hemsley Advisors's main competitors?
Broad incumbents on record are Edelman Financial Engines, Schwab Wealth Advisory, Creative Planning, Mariner Wealth Advisors and Vanguard Personal Advisor Services. Direct peers are Savant Wealth Management, Facet Wealth, Buckingham Strategic Wealth, Signature Estate Advisors and Empower Personal Dashboard (formerly Personal Capital).
Does Hemsley Advisors have an API?
No public API is recorded for Hemsley Advisors.
What industry is Hemsley Advisors in?
Hemsley Advisors's product category is Wealth Management & Financial Planning Services. Its primary akta.pro industry code is FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.