Hilary Hendershott

Personal Finance, Retirement, Investing
“Hilary is the leading fee-only fiduciary financial advisor for women in the San Francisco Bay Area. Hilary's mission is to motivate women to be financially empowered. She has worked for more than 16 years with women to secure their financial futures. ”

Hilary Hendershott Wealth Management, LLC

Job Title:

Financial Advisor in San Jose, CA - CEO


After nearly 15 years in the financial services industry, Hilary Hendershott knew there was a gap in the marketplace- hundreds of thousands of women eager to be making wise investment decisions and a male-dominated financial industry that simply wasn’t meeting their needs.

Hilary believes that women need a female financial planner who speaks their language to empower them to make smart, safe, and proactive financial moves. Thus, Hilary Hendershott Wealth Management, one of the first and only female focused Registered Investment Advisory firms in the country, was born.

Hilary is a female financial advisor who serves women who have $500,000 or more in investable assets. Hilary provides her special version of the top tier wealth management services evolved investors expect, delivered in ways that feel more like a relaxing day at the spa than a tedious meeting with the accountant.

Hilary's clients and students are her top priority. She works with her clients in ways that work for them. For each course offering, Hilary present the material in multiple formats, so her clients have the tools she offers in the ways they can best use them. She makes use of technology, so her and her clients can work together across time zones and geographies. 

Hilary uses plain language, true stories, and the best of everything she has access to through her training, her relationships, and her “got your back” know how to help her clients transform their financial reality into the life of their dreams—the life that matches who they are…the life they most want.

Hilary is also the host of Profit Boss Radio, THE podcast for women and money.

Profit Boss Radio highlights powerful, wealthy women who have created success on their own terms. During these frank conversations, we pull back the curtain and reveal how some of the wealthiest women really think and feel about their money.

Hilary Hendershott is a financial advisor serving the San Francisco Bay Area including San Jose, San Francisco, Mountain View, Sunnyvale, Santa Clara, Morgan Hill, Los Gatos, Monte Sereno, Saratoga, Santa Clara, Palo Alto, Redwood City, Oakland, Berkeley, San Rafael and Marin


BS, Economics, Santa Clara University
MBA, Finance, Santa Clara University

Fee Structure:


CRD Number:


All Articles
1 week ago
    Small Business, Small Business Taxes, Taxes
September 2017
    Personal Finance
August 2017
    Women & Money, Personal Finance
June 2017
    Choosing an Advisor
February 2017
    Financial Planning, Investing, Women & Money

All Answers
    Real Estate, Insurance
How can I avoid paying private mortgage insurance (PMI)?

When you purchase a home, if you have 20% equity (down payment), you can avoid PMI.

If you are seeking to eliminate existing PMI, I suggest you contact your mortgage provider for their requirements. Most allow you to eliminate PMI when you have 20% equity in the house based on the original appraisal. Some allow new appraisals in order to show that you now have 20% equity based on appreciation of the value of the house due to market growth or remodel of the home. Some mortgage companies have a minimum, like 24 months, that you must pay PMI if it is on the original loan. 

If you are trying to eliminate PMI, you must be your own advocate. Contact your mortgage company, ask for the elimination in writing, follow up in a timely manner. Your reward will be a monthly savings!

VA loans don't have PMI. 

I hope that helps!

1 week ago
    IRAs, Taxes, Tax Deductions / Credits
What advantages are there to contributing to a traditional IRA if I do not qualify for a deduction?
4 weeks ago
    401(k), Insurance, Life Insurance
Is whole life insurance a good option for my family of three if I have multiple retirement accounts and insurance policies already in place?
4 weeks ago
    Retirement, Retirement Savings, Investing, Stocks
How large of a nest egg would someone need in order to draw an income of $10,000 a month, perpetually, without seeing the principal decrease, assuming the nest egg is invested in the stock market?
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    Retirement, Insurance
Should I retire or work part-time to continue receiving heath insurance benefits?
October 2017