Resettle Wealth is a registered investment advisor located in South Carolina, founded in 2026 by Joshua Hemmert. Resettle Wealth offers continuous investment management and ongoing financial planning, built on the foundation of an initial comprehensive financial planning engagement. The firm builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, incorporating Modern Portfolio Theory and optional socially responsible investing preferences. Resettle Wealth can also incorporate clients' values and specific restrictions. In addition to portfolio management, Resettle Wealth provides broad financial planning covering retirement projections, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance reviews, relocation planning (specializing in moves to or within the Carolinas), tax planning strategies, and Social Security benefit optimization. Resettle Wealth operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are paid quarterly in arrears based on average daily balance. Minimum annual fee is $10,000. 100% of the initial financial planning fee (up to $10,000) is credited against ongoing investment management quarterly fees.