Form ADV Part 2A, Item 4 About Hemington Wealth Management, LLC Hemington Wealth Management, LLC (“Hemington”) is a limited liability company formed in 2013 in the state of Virginia. The principal owner of the firm are Eileen O’Connor. The major decisions of a strategic and administrative nature for the firm are undertaken by Ms. O’Connor and Mr. Beyer. This narrative brochure provides clients with information regarding Hemington and the qualifications, business practices, and nature of advisory services that should be considered before becoming an advisory client of Hemington. Prior to engaging Hemington to provide services, clients are required to enter into an agreement with Hemington setting the terms and conditions of the engagement (including termination), describing the scope of the services to be provided, and the portion of the fee that is due from the client prior to Hemington beginning services. It remains the client’s responsibility to promptly notify Hemington if there is ever any change in the client’s financial situation or investment objectives for the purpose of reviewing/evaluating/revising Hemington’s previous recommendations and/or services. Wealth Management The client may engage Hemington to provide both ongoing financial consulting and investment management on a fee-only basis. This process is customizable to the unique needs of the client. For new clients, usually in the first 12 to 24 months of working with Hemington, there will be meetings as often as necessary to establish the full breadth of planning recommendations and to implement such recommendations. Subject to any written guidelines, which the client may provide, Hemington will be granted discretion and authority to manage the client’s investment account(s). Accordingly, Hemington is authorized to perform various functions, at the client’s expense, without further approval from the client. Such functions include making all investment decisions on the (a) securities purchased/sold and (b) the amount of securities to be purchased/sold. Once the portfolio is constructed, Hemington provides ongoing supervision and rebalancing of the portfolio as changes in market conditions and client circumstances may require. Hemington primarily allocates investment management assets of its client accounts among various asset classes using mutual funds, (and to a much lesser extent, among various individual debt and equity securities), on a discretionary basis, in accordance with the investment objectives of the client as set forth in an Investment Policy Statement prepared by Hemington for review and acceptance by the client. Unless the client directs otherwise, Hemington shall primarily recommend that all investment management accounts be maintained at TD Ameritrade Institutional, a division of TD Ameritrade, Inc. (“TD Ameritrade”), member FINRA/SIPC/NFA. TD Ameritrade is an independent SEC-registered broker-dealer. Hemington may offer investments through a third-party investment adviser (“sub-adviser”). All sub-advisers to whom Hemington refers its clients will be a registered investment adviser with the Securities and Exchange Commission or other appropriate jurisdictions. At the time of the referral to the sub-adviser, the clients receive full disclosure that includes detailed information on the services offered and other pertinent disclosures by delivery of a copy of the relevant sub- adviser’s Form ADV Part 2 or equivalent disclosure documents. In addition, if the investment program recommended to a client is a wrap fee program, the client will also receive the equivalent wrap fee brochure provided by the sponsor of the program. Hemington will provide each client with all appropriate disclosure statements. After consultation with Hemington, clients may impose restrictions on investing in certain securities or types of securities. Other restrictions may be imposed by clients with respect to the (average or longest) maturity or credit quality of fixed income investments. In either case, all restrictions must be in writing. If requested by the client, Hemington may recommend the services of other professionals for implementation purposes. The client is under no obligation to engage the services of any such recommended professional. The client retains absolute discretion over all such implementation decisions and is free to accept or reject any recommendation from Hemington. If a client engages any such recommended professional, and a dispute arises thereafter relative to such engagement, the client agrees to seek recourse exclusively from and against the engaged professional. Investment Management Hemington provides continuous advice regarding the investment of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client’s particular circumstances are established, a client’s personal investment policy is developed and a portfolio managed based on that policy. Investment management accounts are managed on a discretionary basis. Account supervision is guided by the client’s stated objectives. Each client has a responsibility to inform Hemington of any changes to financial circumstances or investment objectives. As discussed above, Hemington may offer investments through a third-party investment adviser (“sub-adviser”). Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Financial Planning and Consulting Hemington offers advanced financial planning services. Such advice will typically involve providing a variety of services, principally advisory in nature, to clients regarding the management of the client’s financial resources based upon an analysis of each client’s individual needs. The process typically begins with an initial complementary consultation. Once such information has been studied and analyzed, a financial plan – designed to achieve the client’s expressed financial goals and objectives – will be produced and presented to the client. To the extent requested by the client, financial planning advice may be rendered in the areas of business planning, retirement planning, personal tax planning, estate planning, insurance planning, college

planning, and compensation and benefits planning, among others. Financial plans are based on the client’s financial situation at the time the plan is presented and are based on financial information disclosed by the client to Hemington. Clients are advised that certain assumptions will be made with respect to interest and inflation rates and use of past trends and performance of the market and economy. Past performance is in no way an indication of future performance. Hemington cannot offer any guarantees or promises that the client’s financial goals and objectives will be met. As the client’s financial situation, goals, objectives, or needs change, the client must notify Hemington promptly. Retirement Accounts and ERISA When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interests ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest. Retirement Rollovers-No Obligation/Conflict of Interest: A client leaving an employer typically has four options (and may engage in a combination of these options): 1) leave the money in his former employer’s plan, if permitted, 2) roll over the assets to his/her new employer’s plan, if one is available and rollovers are permitted, 3) rollover to an Individual Retirement Account (IRA), or 4) cash out the account value (which could, depending upon the client’s age, result in adverse tax consequences). Hemington may recommend an investor roll over plan assets to an IRA managed by Hemington. As a result, Hemington may earn an asset-based fee; however, a recommendation that a client or prospective client leave their plan assets with their old employer will result in no compensation. Hemington has an economic incentive to encourage an investor to roll plan assets into an IRA that Hemington will manage. There are various factors that Hemington may consider before recommending a rollover, including but not limited to: i) the investment options available in the plan versus the investment options available in an IRA, ii) fees and expenses in the plan versus the fees and expenses in an IRA, iii) the services and responsiveness of the plan’s investment professionals versus those of Hemington, iv) required minimum distributions and age considerations, and vi) employer stock tax consequences, if any. No client is under any obligation to roll over plan assets to an IRA managed by Hemington. Trade Error Policy Should they occur, losses resulting from Hemington’s trade errors shall be reimbursed by either Hemington or the custodian depending on the dollar amount. Any gains will be donated by the custodian to a charity designated by Hemington. Client Obligations In performing its services, Hemington is not required to verify any information received from the client or from the client’s other professionals. Moreover, each client is advised that it remains his or her responsibility to promptly notify Hemington if there is ever any change in the client’s financial situation or investment objectives during the client engagement. Disclosure Statement A copy of Hemington’s written brochure as set forth on Part 2A of Form ADV shall be provided to each client prior to, or at the same time as, the execution of the Financial Planning and Consulting Agreement and/or Investment Advisory Agreement. Any client who has not received a copy of Hemington’s written brochure at least 48 hours prior to executing the Financial Planning and Consulting Agreement and/or Investment Advisory Agreement shall have five business days subsequent to executing the agreement to terminate Hemington’s services without penalty. Non-Participation in Wrap Fee Programs Hemington, as a matter of policy and practice, does not sponsor any wrap fee program. A wrap fee program is defined as any advisory program under which a specified fee or fees not based directly upon transactions in a client’s account is charged for investment supervisory services (which may include portfolio management or advice concerning the selection of other investment advisers) and the execution of client transactions. Amount of Assets Under Management As of December 31, 2022, Hemington provides investment management services to approximately to $858.8 million in client assets on a discretionary basis. Our Policy on Class Action Lawsuits From time to time, securities held in the accounts of clients will be the subject of class action lawsuits. Hemington has no obligation to determine if securities held by the client are subject to a pending or resolved class action lawsuit. It also has no duty to evaluate a client’s eligibility or to submit a claim to participate in the proceeds of a securities class action settlement or verdict. Furthermore, Hemington has no obligation or responsibility to initiate litigation to recover damages on behalf of clients who may have been injured as a result of actions, misconduct, or negligence by corporate management of issuers whose securities are held by clients. Where Hemington receives written or electronic notice of a class action lawsuit, settlement, or verdict affecting securities owned by a client, it will forward all notices, proof of claim forms, and other materials, to the client. Electronic mail is acceptable where appropriate if the client has authorized contact in this manner.