Hummel Wealth Management is a state-registered registered investment advisor based in Berlin, Ohio, offering non-discretionary pension consulting services to employee benefit plans and their fiduciaries. The firm specializes in plan-level reviews, fund selection, investment option advice, participant education seminars on topics like asset allocation and diversification, and ongoing monitoring. Hummel Wealth Management does not offer continuous portfolio management services to individual retail clients and does not have regulatory assets under management for individuals. The firm primarily recommends mutual funds. Key personnel are also licensed as registered representatives with a broker-dealer and as independent insurance agents, creating potential conflicts of interest regarding commission-based products.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.