Jennifer Rupp is a CFP-designated registered investment advisor at Hendershott Wealth Management, LLC, based in Goshen, IN, with 17 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 158 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Minimum initial investment of $1,500,000 (may be negotiable in certain situations). Clients with as little as $100,000 may apply for eligibility to our Ignite Investing® service. This program offers our Ignite portfolio to select investors. Application fee for this program is $199 - $299.
Fee Estimator
Contact
Jennifer Rupp
Location
Goshen, IN
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jennifer is an independent consultant for Arbonne, a corporation, since 2016. This activity is not investment-related and takes about 10-20% of her time.
Employment History
Current Registrations
Hendershott Wealth Management, LLC
Previous Registrations
Mutual Securities, INC.Broker
Guidance Investment Advisors, LLC
Fintegra, LLCBroker
Compass Financial Advisors LLC
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Jen Rupp is a Financial Advisor with Hendershott Wealth Management, a leading financial advisory firm for women. As a fiduciary financial advisor, her passion is empowering clients with the tools and resources they need to build, grow, and protect their wealth. She has coached clients across the country on how to save for their financial goals, where to save for those goals, how to invest for them, and then how to use the money to fund their financial goals.