How does the advisor help clients – Key Takeaways:
HENDLEY & CO. INC. is a highly esteemed financial advisory firm that utilizes their extensive expertise and years of experience to assist clients in achieving their financial goals. They offer a wide range of financial services to a diverse group of clients and operate under a transparent and honest fee structure. With a strong background and a commitment to putting their clients first, HENDLEY & CO. INC. is dedicated to helping individuals and businesses make sound financial decisions.
Facts and Insights
Founded in 2003, HENDLEY & CO. INC. has been providing top-notch financial advisory services for over 18 years. With a team of knowledgeable and experienced advisors, the firm has expertise in a variety of financial areas, including retirement planning, investment management, estate planning, and more. They are committed to staying up-to-date on the latest industry trends and regulations to better serve their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 18 years |
The table above shows the impressive numbers that HENDLEY & CO. INC. has achieved in their 18 years of operation. With a strong team of 10 advisors, they manage half a billion dollars in assets, making them a reliable and well-established firm in the financial industry.
Financial Services Offered
HENDLEY & CO. INC. offers a comprehensive list of financial services to fulfill the diverse needs of their clients. Some of the services they provide include financial planning, investment management, tax planning, retirement planning, estate planning, and more. Their advisors work closely with each client to create customized strategies based on their specific financial goals and needs.
Client Types
HENDLEY & CO. INC. serves a wide range of clients, including individuals, families, and businesses. They have experience working with clients at every stage of life and with varying financial goals. Whether their clients are planning for retirement, looking to grow their wealth, or seeking advice on tax planning, the firm has the expertise to assist and guide them towards financial success.
Fees & Compensation
HENDLEY & CO. INC. operates under a transparent and honest fee structure, with a primary focus on their clients’ best interests. They offer fee-only services, meaning their advisors are compensated solely by their clients and do not receive any commissions or incentives from third-party providers. This compensation structure ensures that the advisors’ recommendations are unbiased and solely based on their clients’ needs.
Background
HENDLEY & CO. INC. was founded by John Hendley, a highly experienced and reputable financial advisor with over 25 years of industry experience. John is a Certified Financial Planner (CFP) and has assembled a team of advisors with diverse backgrounds and areas of expertise. The firm’s success is rooted in John’s commitment to providing exceptional service and expertise to their clients.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is crucial to be aware of any potential conflicts of interest or disciplinary actions that may have been taken against the advisors. HENDLEY & CO. INC. maintains transparency by disclosing any relevant information on their Form ADV, which is available to the public on the Securities and Exchange Commission (SEC) website. Clients can also request a copy of this form from the firm.