The Hendrickson Advisory Group, Inc.: Your Trusted Financial Expert
The Hendrickson Advisory Group, Inc. (HAG) is a leading financial services firm that has been providing expert advice and guidance to clients for over 25 years. With a team of experienced advisors and a wide range of financial services, HAG is dedicated to helping clients achieve their financial goals and securing their financial future.
How Does the Advisor Help Clients – Key Takeaways:
HAG offers comprehensive financial planning and investment management services to its clients. The firm’s team of advisors work closely with clients to understand their unique financial situations and develop customized plans to meet their specific needs and goals. This includes providing guidance on retirement planning, estate planning, tax planning, and more.
Facts and Insights
As of 2021, HAG has over $1.5 billion in assets under management (AUM) and a team of over 50 experienced advisors. The firm has a strong track record of success, with 97% of its clients reporting satisfaction with the services they receive.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion (2021) | 50+ | 25+ years |
Financial Services Offered
HAG offers a wide range of financial services to meet the diverse needs of its clients. These include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Educational planning
Client Types
HAG serves a broad range of clients, including individuals, families, businesses, and institutions. The firm’s advisors have extensive experience working with clients of all ages and financial backgrounds, from young professionals to retirees.
Fees & Compensation
HAG believes in transparency and strives to keep fees and costs as low as possible for its clients. The firm’s advisors are primarily compensated through a fee-based structure, which means their compensation is directly linked to the performance of their clients’ portfolios. This ensures that the advisors’ goals are aligned with those of their clients.
Background
HAG was founded in 1995 by John Hendrickson, a financial expert with over 30 years of experience in the industry. Since its inception, the firm has maintained strong relationships with its clients and has become a trusted name in the financial services industry.
Financial Advisor Disclosures to Know
HAG and its advisors are held to a high standard of ethics and are required to abide by all regulatory guidelines set by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). The firm has a strict code of conduct and all advisors must adhere to it, ensuring that clients receive honest, unbiased advice.
With its experienced team of advisors, comprehensive financial services, and commitment to client satisfaction, HAG is the go-to financial expert for individuals, families, and institutions seeking to secure their financial future. Contact HAG today to see how they can help you achieve your financial goals.