H
Henthorn Agency, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$130,000,000
Total clients
300
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
300
Average account size
$433,333
About
Henthorn Agency, Inc.’s Financial Advisors Division serves individual clients—described in the brochure as "Middle Americans"—offering holistic financial planning, portfolio analysis and implementation, annual tax preparation, and insurance/risk-management reviews through a retainer program. The firm packages investment advice with tax and estate planning and provides ongoing monitoring and annual reviews as part of that retainer.
The firm implements risk-based model asset allocations and manages directed, non-discretionary portfolios where clients must pre-approve trades and retain custody of their assets, typically recommending a major custodian for execution and reporting. Instead of charging a percentage-of-assets fee, the firm uses a flat-fee retainer structure for planning and ongoing services and includes tax preparation in its service offering.
Henthorn is atypical for a solo independent adviser in several respects: it maintains a high client load (roughly 300 clients for the single adviser), originated as and remains affiliated with an insurance agency and insurance brokerage, and provides accounting/tax services through an enrolled-agent capability. The firm also discloses that commissions may be received for insurance or certain bank products in addition to retainer fees, and the combination of commission-capable insurance sales, tax preparation, and primarily non-discretionary asset management distinguishes its business model from most independent solo advisers.
Client services
Financial planning
Portfolio management
Expertise
Social Security optimization
General tax planning
Retirement income strategy
Life insurance needs analysis
Demographic focus
Mid-Career Professionals
Fee options
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
Main office location
Henthorn Agency, Inc.
60 Churchman Ave
Beech Grove IN 46107, United States
Number of offices
2
Most active in
Henthorn Agency, Inc. has reported serving >5 clients in these states in the last 12 months.
Indiana
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 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.
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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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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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