The Hendrickson Advisory Group, Inc. logo

The Hendrickson Advisory Group, Inc.

Updated today
Find your advisor

Client assets under management

$0

Clients

68

0% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

23

Low

Average account size

$0

About

The Hendrickson Advisory Group offers portfolio supervisory services, project-based and ongoing financial planning, pension consulting for employee benefit plans, and facilitates personal tax return preparation through a third‑party firm. Its client roster includes business entities, trustees and retirement plans as well as individual and trust relationships, and advisory engagements are delivered on a consultative, non‑discretionary basis requiring client approval for transactions.

Investment implementation is primarily conducted through a turnkey asset management program (Independent Advisor Solutions by SEI) and may involve model portfolios, SEI Funds, or third‑party money managers; the firm develops allocations based on client objectives, monitors performance, and rebalances as circumstances change. It also coordinates with clients’ other professional advisors and conducts at least annual reviews, while periodically monitoring outside managers’ holdings and strategies for alignment with client goals.

What is distinctive is the firm’s operational reliance on the SEI platform — clients in the managed accounts program must custody assets at SEI Private Trust Company and use an affiliated broker‑dealer for trade placement, and the firm discloses platform benefits and potential conflicts that accompany that arrangement. The practice also combines plan‑level pension consulting and participant education with ancillary services not always offered by peers — such as facilitating tax return preparation and retaining insurance licensure among principals to support insurance-related planning advice.

Client services

Financial planning Pension consulting Selection of other advisers Consulting

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Fixed

Fixed fees from $500 to $5,000 for project-based financial planning; upfront charge $500-$2,000 for ongoing financial planning

Percentage

$0 - $375,000: Financial Planning Fee Schedule applies (fixed fees, hourly rates) in lieu of AUM fee $375,000 - $2,000,000: 0.80% $2,000,000 - $4,000,000: 0.50% $4,000,000+: 0.30%

Project-based

$250 per hour for hourly financial planning engagements

Subscriptions

Ongoing financial planning service with $250 per month fee paid monthly in arrears (annual fee)

Other

Fee-only: Fixed fees ranging from $500 - $5,000 for project-based financial planning; $250/hour for hourly financial planning; ongoing financial planning $500-$2,000 upfront plus $250/month annual fee (waived for clients with $375,000+ AUA)

Main office location

The Hendrickson Advisory Group, Inc.

4700 Reed Road, Suite I

Columbus OH 43220, United States

Number of offices

1

Most active in

More info

Florida · Illinois · Ohio · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 614-459-6196

Advisors at this firm

Scroll left Scroll right
user avatar

Charles H

CFP®, CFA®

Columbus, OH

The Hendrickson Advisory Group, Inc.

Charles Hendrickson is a CFP® and CFA® with nine years of industry experience. He has been with The Hendrickson Advisory Group, Inc. since 2017 and previously worked at Hamilton Capital Management, Inc. from 2014 to 2017. The Hendrickson Advisory Group provides non-discretionary portfolio supervisory services, financial planning, pension consulting, and wealth-planning coordination for individuals, trusts, business entities, and retirement plans. The firm manages client accounts through a turnkey asset management program, emphasizing non-discretionary relationships and coordinating investment and tax planning with other professionals.

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

Marian L

Series 65

Columbus, OH

The Hendrickson Advisory Group, Inc.

Marian Leuby is a Series 65-licensed financial advisor with 25 years of industry experience. She has worked at The Hendrickson Advisory Group, Inc. since 2003 and previously spent 19 years with Hendrickson & Hendrickson Inc. The Hendrickson Advisory Group provides non-discretionary portfolio supervisory services, financial planning, and pension consulting for individuals, trusts, business entities, and retirement plans. The firm manages client accounts primarily through a turnkey asset management program, coordinating investment and tax planning while facilitating services such as tax return preparation and ERISA nondiscretionary pension consulting.

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

Charles H

ChFC®, Series 63

Columbus, OH

The Hendrickson Advisory Group, Inc.

Charles Hendrickson is a financial advisor with The Hendrickson Advisory Group, Inc. in Columbus, OH, holding the ChFC® designation and Series 63 license, and has 21 years of industry experience. He has been with The Hendrickson Advisory Group since 1997 and is also involved with Hendrickson & Hendrickson, Inc. and Life Settlement Agency Inc, two incorporated insurance agencies he owns. The Hendrickson Advisory Group provides non-discretionary portfolio supervisory services, financial planning, pension consulting, and wealth-planning coordination for individuals, trusts, business entities, and retirement plans. The firm uses a turnkey asset management program and offers services including tax return facilitation and ERISA nondiscretionary pension consulting, managing $219 million in assets under advisement across 67 clients.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")