Advisor at Henthorn Agency, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Henthorn Agency, Inc.
Location
Beech Grove, IN 46107
Credentials
CFP®, Series 63
Industry experience
29 years
Bradley Henthorn is a CFP® with 29 years of industry experience and has been the principal of Henthorn Agency, Inc. since 1990. He holds a Series 63 license and operates an independent advisory firm in Beech Grove, IN. Outside of his advisory work, he serves as a vice president of an S corporation involved in rental real estate investments. Henthorn Agency, Inc. serves individual clients, primarily middle-income Americans, offering comprehensive financial planning, portfolio analysis, tax preparation, and insurance reviews through a flat-fee retainer program. The firm uses risk-based model asset allocations and manages directed, non-discretionary portfolios, combining investment advice with tax and estate planning services.
Based on Henthorn Agency, Inc.
Flat fee retainer for holistic financial planning services, initial year fees between $1,500 and $20,000; renewal fees 10% of first year fee with minimum $350
Commissions may be earned on insurance or bank products if client chooses to purchase through the firm; commissions are disclosed and are in addition to fees
Hourly project fees at $350 per hour
Minimum fee: Renewal fees minimum $350 per year Fee-only: Flat fees ranging from $1,500 to $20,000 for initial year; renewal fees 10% of first year fee, minimum $350 annually; hourly fees $350 per hour
60 Churchman Ave
Beech Grove, IN 46107
Indiana
Henthorn Agency, Inc.
1990 - Present (36 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
CFP®
Indianapolis, IN
WealthGuides LLC
I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.
Series 63, Series 65
Indianapolis, IN
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Series 63, Series 65
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Series 63, Series 65
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CFA®, Series 63, Series 65
Indianapolis, IN
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Series 63, Series 66
Indianapolis, IN
Millennial Financial Planning
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