How does the advisor help clients – Key Takeaways:
HENDRICKSON FINANCIAL SERVICES, LLC is a trusted financial firm that provides expert advice and guidance to clients. With a team of experienced financial experts, the firm helps individuals and businesses make informed financial decisions that align with their goals and objectives. Through personalized services and comprehensive strategies, HENDRICKSON FINANCIAL SERVICES, LLC aims to help clients achieve financial success and security.
Facts and Insights:
Founded in 2005, HENDRICKSON FINANCIAL SERVICES, LLC has been in the business for over 15 years. With a team of 10 advisors, the firm serves a wide range of clients, including individuals, families, and businesses. As of 2021, the firm has over $500 million assets under management, showcasing its expertise and success in managing client portfolios.
What sets HENDRICKSON FINANCIAL SERVICES, LLC apart is their commitment to transparency and client education. The firm believes in keeping clients well-informed about their financial portfolios, as well as the strategies and investments being made on their behalf. This level of communication and education helps clients make better financial decisions and feel confident in their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered:
HENDRICKSON FINANCIAL SERVICES, LLC offers a wide range of financial services to meet the diverse needs of its clients. These include:
- Investment Management
- Retirement Planning
- Estate Planning
- Education Planning
- Tax Planning
- Insurance Planning
The firm takes a comprehensive approach to financial planning, considering all aspects of a client’s financial situation to create a personalized strategy that helps them reach their goals.
Client Types:
HENDRICKSON FINANCIAL SERVICES, LLC works with a diverse range of clients, including:
- Individuals
- Families
- Small Businesses
- Corporate Executives
- Retirees
The firm understands that each client has unique financial needs and goals, and therefore tailors their services and strategies accordingly.
Fees & Compensation:
HENDRICKSON FINANCIAL SERVICES, LLC operates on a fee-only structure, meaning the firm is compensated solely through fees paid by clients. This eliminates potential conflicts of interest and ensures that the firm always acts in the best interest of its clients. The fees charged are based on a percentage of assets under management, and there are no hidden fees or commissions.
Background:
HENDRICKSON FINANCIAL SERVICES, LLC was founded by John Hendrickson, a seasoned financial advisor with over 25 years of experience in the industry. Under his leadership, the firm has grown to become a respected and reputable name in the financial services industry. John brings his wealth of knowledge and expertise to the firm, ensuring that every client receives top-notch financial advice and support.
Financial Advisor Disclosures to Know:
HENDRICKSON FINANCIAL SERVICES, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm is required to disclose any potential conflicts of interest or disciplinary actions taken against its advisors. The firm has a clean record and holds itself to the highest ethical standards, ensuring that clients can trust their advice and guidance.