HR
CFP
HR
CFP

Henry Reifsnyder

18 Years of Experience
Orrville, OH
BrokerSells Insurance

Henry Reifsnyder is a CFP-designated registered investment advisor at On Investment Management CO, based in Orrville, OH, with 18 years of industry experience. Henry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 9,568 clients with $3.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
9,568 clients
Average Client Portfolio
$329K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Representative fees for managed account programs range from 0.30% to 1.50% annually. Third-party investment advisory programs have separate unique fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

461 Wadsworth Road, Orrville, OH, 44667

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Henry provides investment advisory services through Hummel Wealth Management, LLC, dedicating about 10-20% of his time. He also works as a sales agent for life, disability, and fixed annuity insurance products, spending about half his time on this activity, and is involved in several other businesses including rental property, billboard advertising, and a baseball academy.

Employment History
Current Registrations
On Investment Management CO
September 2011 - Present · 15 yrs 1 mo
Hummel Wealth Management, LLC
April 2009 - Present · 17 yrs 6 mos
The O.N. Equity Sales CompanyBroker
May 2008 - Present · 18 yrs 5 mos
State Registrations17 states
AKAZCADCFLGAINMDMIMNNCOHOKPASCTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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