Hendrickson Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$71,553,199
Total clients
148
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
74
Average account size
$483,468
About
Hendrickson Financial Services, LLC provides discretionary asset management and financial planning primarily to individual clients and nonprofit organizations. The firm delivers ongoing portfolio management billed on a percentage-of-assets basis and offers hourly financial planning and consulting engagements.
The firm documents client objectives with an investment policy or risk-tolerance statement and applies a mix of fundamental and technical analysis when constructing portfolios; account reviews occur at least quarterly and clients receive custodial statements directly. Hendrickson accepts discretionary trading authority, may hire sub‑advisors to implement agreed-upon models, and uses Schwab Advisor Services for custody, trade execution, and related institutional services.
Compared with many supported firms, Hendrickson discloses past regulatory and civil matters involving a supervised person, including an arbitration award that was later settled, a FINRA suspension, and Chapter 7 bankruptcy filings that were discharged, all noted in the firm’s brochure. The firm also has atypical outside affiliations for a practice of its size: one or more supervised persons maintain insurance agent activities and another is registered with a separate registered investment adviser, and the firm regularly uses sub‑advisors to manage portions of client assets.
Client services
Expertise
Fee options
$0 - $100,000: 1.50% annually $100,001 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
$150 per hour for financial planning and consulting
Fee-only: Financial planning hourly fee of $150 per hour
Main office location
Hendrickson Financial Services, LLC
135 Sims, Suite 211
Dickinson ND 58601, United States
Number of offices
2
Most active in
Montana · North Dakota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")