DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Hendricks Wealth and Estate Management
5245 Office Park Blvd
Suite 103
Bradenton, FL 34203
941-308-9862
When YOU'RE ready, WE'RE ready...
About Hendricks Wealth and Estate Management
We want you to come away from your first meeting with us with a sense that it was the best hour that you've ever spent on your personal finances. Then, if you choose to work with us going forward, we want every meeting to conclude with you thinking that you couldn't have picked a better partner to work with you along your personal financial planning journey. We want to be your LIFETIME financial advisor. Our founder, Jim Hendricks, started the firm in 2004 and still works full-time with the firm today. We also have four other advisors and two support staff who will work closely with you with the goal of making you feel like you couldn't have chosen a better team. We have offices in Bradenton, FL and Algonquin, IL.
See Disclosures
General Information
Firm Start Year
2004
No. of Employees
5-9
CRD#
4514899
Firm CRD#
289593
Insurance License#
W855126
Name of Broker/Dealer
N/A
Name of Custodial Firm
Charles Schwab
States Licensed in
FL, IL, HI (Firm is Registered with SEC and can work with clients in all states)
Years of Experience in Financial Services
23
Number of Years with Current Firm
21
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management
Services
Investment Types
Mutual Funds, Bonds, Stocks, Insurance, Exchange Traded Funds (ETFs), Alternative Investments
Can meet clients in the following ways
Your Home, Our Office, Phone, Email, Your Office, Our Offices, Video Conference
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 7, Series 65
Insurance and Annuity Licenses
Health, Life, Variable Annuity, Long Term Care, Variable Life, Annuity
Firm Information
Firm's Number of Clients
900
Firm's Number of Planning Clients
10
Firm's Number of Managed Clients
890
Assets Managed by Firm
$470,000,000
Advisor's Number of Clients
900
Advisor's Number of Managed Clients
890
Advisor's Number of Planning Clients
10
Assets Managed by Advisor
$470,000,000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Hourly, Based on Assets
Fee % Based on Assets
Negotiable
Hourly Rate
$399
Additional Details on Charges
We strive to be your LIFETIME financial advisor, and to do that we want to put our best foot forward out of the gate. We want you to come away from the hour you spend with us feeling as though that was the best hour you've ever spent on your personal financial future. We have a very competitive grid that details our fees, and those fees are based upon assets under management. Fees will be disclosed during our initial discussion. There is no fee for initial consultations. We have a team of advisors, and you will meet with at least one of those advisors for your initial meeting. We look forward to hearing from you!
Minimum Fee Charged for Managed Accounts
None
Minimum Fee Charged for Hourly Planning Accounts
None
Education
Bachelor of Science - Accountancy
Northern Illinois University
8/21/1989 -5/7/1994
Disclosures
FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1893186/financialadvisor-Hendricks-Wealth-and-Estate-Management-detailed-disclosure.html
Disclaimer
Services offered through J.G. Hendricks Financial Services, LLC dba Hendricks Wealth and Estate Management, a Registered Investment Adviser. Our firm, Hendricks Wealth and Estate Management, is an investment adviser registered with the Securities and Exchange Commission. We feel that it is important for you to understand how advisory and brokerage services and fees differ in order to determine which type of account is right for you. There are free and simple tools available to research firms and financial professionals at www.investor.gov/CRS, which also provides educational materials about investment advisers, broker-dealers, and investing.