Advisor at E.A. Hendrich Financial Planning, LLC
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Firm
E.A. Hendrich Financial Planning, LLC
Location
Alpharetta, GA
Credentials
Series 65
Industry experience
13 years
Elizabeth Hendrich is the principal of E.A. Hendrich Financial Planning, LLC in Alpharetta, GA. She holds a Series 65 designation and has 13 years of industry experience. Since founding her firm in 2012, she has provided financial planning and investment advice primarily to individual clients. E.A. Hendrich Financial Planning, LLC offers fee-only, hourly financial planning and investment advice focused on clients typically in their 40s through 70s. The firm follows a fundamental, long-term buy-and-hold investment philosophy, favoring low-cost index ETFs and mutual funds, and emphasizes asset allocation as the primary driver of returns.
Based on E.A. Hendrich Financial Planning, LLC
Based on E.A. Hendrich Financial Planning, LLC
Based on E.A. Hendrich Financial Planning, LLC
$225 per hour, billed in 30 minute increments
Fee-only: Hourly fees at $225 per hour, billed in 30 minute increments
Alpharetta, GA
Georgia
E.A. Hendrich Financial Planning, LLC
2012 - Present (14 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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Cwpim
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