Advisor at TCP Asset Management, LLC
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Firm
TCP Asset Management, LLC
Location
Upper Arlington, OH 43220
Credentials
CFP®, Series 63, Series 65
Industry experience
1 year
Brad Hennebert is a CFP® professional with two years of experience in financial advising, currently with TCP Asset Management, LLC. He has prior experience at Russell & Company - Kestra Investment Services and owns a tax preparation and accounting firm, Premier Tax CPAs, which he has been a partner in since 2003. TCP Asset Management advises individual clients, including high-net-worth individuals, and pension and profit-sharing plans, providing discretionary portfolio management and financial planning services. The firm employs both fundamental and technical analysis with a long-term trading orientation and manages approximately $822 million in assets across 18 advisors.
Based on TCP Asset Management, LLC
Fixed fees between $0 and $15,000 for financial planning and pension consulting plans.
All Assets+: 2.00% maximum annual fee for Portfolio Management All Assets+: 2.00% maximum annual fee for Pension Consulting
IARs receive commissions for sale of investment products; commissions are not primary compensation source.
Hourly fees between $0 and $500 for pension consulting; between $0 and $1,000 for financial planning.
Fee-only: Negotiable fixed fees between $0 and $15,000 for financial planning and pension consulting plans.
5000 Horizons Drive
Upper Arlington, OH 43220
Ohio
Brad Hennebert
2024 - Present (2 years)
TCP Asset Management, LLC
2024 - Present (2 years)
United Planners Financial Services
2024 - Present (2 years)
Westerville Real Holdings
2023 - Present (3 years)
Russell & Company - Kestra Investment Services
2021 - 2024 (3 years)
Real Wealth Advisors
2021 - Present (5 years)
Premier Tax CPAs
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
Series 66
Columbus, OH
Thomas Everett Investments, LLC
Series 65
Columbus, OH
DBA, Cornerstone Investment Counsel
CFP®, Series 66
Dublin, OH
Ferraro Wealth Management, LLC
Series 65
Columbus, OH
Steele Investment Counsel, Ltd.
CFP®, Series 63, Series 65
Worthington, OH
Tricord Wealth Advisors
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