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Keith Hentschel

Advisor at Hentch Solutions

Updated today
Hentch Solutions logo

Firm

Hentch Solutions

Location

Auburn, CA 95603

Credentials

Series 63, Series 65

Industry experience

39 years

About

Keith Hentschel is the principal of Hentch Solutions in Auburn, CA, holding Series 63 and Series 65 licenses with 39 years of industry experience. His career includes roles at IFC, Cetera Advisor Networks LLC, and Purpose Driven Financial Services, along with operating Hentch, Inc. since 2006. In addition to advising, he is involved in public speaking coaching through Hentch, Inc. and acts as an independent representative selling fixed life, health, LTC, and annuities. Hentch Solutions provides investment advice and financial planning primarily by serving as a co-advisor and liaison to third-party platforms and managers, assisting clients with onboarding, paperwork, and monitoring outside managers. The firm operates on a non-discretionary basis and generally recommends model portfolios and third-party managers for individuals, couples, families, and small businesses.

Client services

Based on Hentch Solutions

Financial planning Selection of other advisers

Expertise

Based on Hentch Solutions

Wealth management

Fee options

Percentage

$0 - $500,000: 1.00% $500,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001+: Subject to negotiation

Commissions

Insurance commissions received by Keith Hentschel as a licensed insurance agent; conflicts disclosed and mitigated.

Other

Fee-only: Annual fees ranging from 0.25% to 1.5% depending on platform and assets under management; fees are negotiable.

Location

1132 Lincoln Way, Suite 4

Auburn, CA 95603

Most active in

California

Work history

Hentch, Inc.

2021 - Present (5 years)

IFC

2018 - 2021 (3 years)

Cetera Advisor Networks Llc

2011 - 2017 (6 years)

Hentch, Inc.

2006 - Present (20 years)

Purpose Driven Financial Services

2002 - 2018 (16 years)

Keith Hentschel, Sole Proprietor

1976 - Present (50 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ryan D

Series 63, Series 65

Loomis, CA

JC Financial Services

College savings (529s, UTMA, etc.) Cash flow / budgeting
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James S

Series 63, Series 65

Roseville, CA

Covered Edge Asset Management, LLC

Options & derivatives strategies
user avatar

Walter R

CFP®, Series 65

Newcastle, CA

Castellan Financial Advisors

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General tax planning
user avatar

Marshall G

Series 63, Series 66

Auburn, CA

Clarion Advisors Inc.

Real estate investing Passive / index investing Active portfolio management
user avatar

Daniel M

CFP®, CFA®, ChFC®, Series 66

Rocklin, CA

McCurdy Financial Solutions

College savings (529s, UTMA, etc.) Business sale tax planning Cash flow / budgeting Charitable giving & philanthropy Social Security optimization Founder/Business Owner Retired

Neil P

CFP®, CFA®

Roseville, CA

Olivehurst Advisors LLC

I am a fee-only, independent and fiduciary advisor providing wealth management services tailored for professionals building equity in their business, personal investments and employer stock. I started Olivehurst Advisors to be an aligned partner you can trust for personalized advice that supports your priorities, goals and values. I began my career as a corporate professional on Wall Street and later transitioned to running my own business while also starting a family. I learned to manage my finances on my own through planning and foresight – but also in hindsight by learning from mistakes. What I missed on my journey was having a financial advisor who was a partner to help me plan strategically. While I did have a few people to ask specific questions, often, I didn’t know the right questions to ask. This is why I started Olivehurst Advisors – to share what I’ve learned and be the partner I wish I had on my own journey. I've discovered the importance of my goals has grown over time. Yet, with increasing responsibilities, the demands on my time have grown just as much, if not more. Given many goals have a financial component, this prospect of decreasing time available to tackle increasingly valuable goals is a key reason why I believe there may not be a more impactful role that I can play than to help someone navigate their personal financial journey. So, I’m excited to partner with you to help you pursue your goals and feel more confident, secure and supported in your financial decisions.

Business ownership considerations Business Financial Management Wealth management Founder/Business Owner Established Professionals
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