How does the advisor help clients – Key Takeaways:
The HENTHORN AGENCY, INC. is a leading financial advisory firm that specializes in providing comprehensive financial planning and wealth management services to clients. With a team of experienced advisors and a commitment to personalized service, HENTHORN AGENCY, INC. works closely with clients to help them achieve their financial goals.
Here are some key takeaways on how the advisor helps clients:
- Provides personalized financial planning and wealth management services.
- Offers a wide range of financial services to meet the unique needs of each client.
- Works closely with clients to understand their goals, risk tolerance, and financial situation.
- Utilizes a team-driven approach to provide comprehensive and holistic solutions.
Facts and Insights
HENTHORN AGENCY, INC. was founded in 2005 and has been providing top-notch financial services and expert advice for over 15 years. The firm has a diverse team of advisors with a wealth of experience in the financial industry. They are committed to staying up-to-date with the latest market trends and economic insights to provide their clients with the best possible advice and solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Company Name | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| HENTHORN AGENCY, INC. | $500 million | 10 advisors | 15+ years |
Financial Services Offered
HENTHORN AGENCY, INC. offers a comprehensive range of financial services to help their clients achieve their financial goals. Some of the services offered by the firm include:
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
Client Types
HENTHORN AGENCY, INC. works with a diverse range of clients, including individuals, families, and small business owners. The firm’s services can be customized to meet the unique needs of each client, regardless of their financial situation or goals. Their advisors have experience working with clients from various industries and backgrounds, allowing them to provide personalized and tailored solutions.
Fees & Compensation
HENTHORN AGENCY, INC. believes in complete transparency when it comes to fees and compensation. The firm charges a fee for its financial planning and wealth management services, which is typically a percentage of the assets under management. They do not receive any commissions or incentives for recommending specific financial products, ensuring that their advice is always in the best interest of their clients.
Background
HENTHORN AGENCY, INC. was founded by John Henthorn, a highly experienced and respected financial advisor. With an MBA in finance and over 25 years of experience in the financial industry, John Henthorn leads the team at the firm with a strong commitment to providing exceptional service and expert advice.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it is essential to understand their potential conflicts of interest and any disclosures they may have. Here are some important disclosures to know about HENTHORN AGENCY, INC.:
- The firm is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).
- The firm has no legal or regulatory disclosures to report.
- The firm has a fiduciary duty to act in the best interest of their clients at all times.
- The firm may receive compensation for referring clients to third-party services, but they are always transparent about these arrangements.