Hendrix Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Hendrix Financial Planning provides comprehensive financial planning services to individuals and high-net-worth clients, delivering a written financial plan as the firm’s initial engagement. The firm explicitly does not provide portfolio management, does not accept custody of client funds or securities, and reports no regulatory assets under management.
When asked to provide investment advice, the firm applies Modern Portfolio Theory and generally recommends long-term purchase strategies, while its planning scope also includes retirement projections, tax and cash flow analysis, estate-document review, and other non-investment guidance. After delivery of the written plan, updates, implementation assistance, or further planning are provided only upon client request and are billed separately.
Noteworthy for a firm in the investment-manager category, Hendrix uses fixed fees for its initial comprehensive planning engagement and bills follow-up work on an hourly basis rather than relying on percentage-of-AUM fees, a practice that is uncommon among peers. The firm’s operating model — no custody, no managed client accounts currently, and a principal whose background includes a U.S. military academy undergraduate degree, a master’s in finance, and ongoing MBA studies — further differentiates it from managers that typically oversee pooled or institutional assets.
Client services
Financial planning
Expertise
General retirement planning
Roth conversion strategy
Social Security optimization
General tax planning
Fee options
Fixed fee for creation of Comprehensive Financial Plan ranging from $2,500 to $10,000
$175 per hour for additional financial planning services after initial plan delivery
Fee-only: Fixed fee for comprehensive financial planning ranging from $2,500 to $10,000, negotiable; Hourly fee of $175 per hour for additional planning services
Main office location
Hendrix Financial Planning
Boiling Springs PA, United States
Number of offices
1
Most active in
Hendrix Financial Planning has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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