Derek R Hensley
Advisor at Sound Stewardship, LLC — Overland Park, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
11 years
Location
Overland Park, KS 66210
Sound Stewardship, LLC
Team
Derek Hensley is a financial advisor at Sound Stewardship, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Sound Stewardship since 2015. Sound Stewardship serves individual and high-net-worth clients, trusts, charitable organizations, and business owners by providing comprehensive financial planning and discretionary investment management. The firm emphasizes customized portfolios using asset allocation, fundamental and quantitative analysis, and offers both biblically responsible and socially responsible investment options, along with educational seminars and public-speaking workshops.
Based on Sound Stewardship, LLC
Based on Sound Stewardship, LLC
Transition Planning Relationship flat fee: $3,500 first year, $2,500 renewal; Public speaking fees: $2,500 per day plus expenses or $900 plus expenses for up to 3 hours.
$0 - $799,999: $800,000 - $999,999: $1,000,000 - $1,100,000: $1,100,000 - $1,200,000: $1,200,000 - $1,300,000: $1,300,000 - $1,400,000: $1,400,000 - $1,500,000: $1,500,000 - $3,900,000: $3,900,000 - $5,250,000: $5,250,000 - $6,000,000: $6,000,000 - $10,000,000: $10,000,000 - $100,000,000: >$100,000,000+: 0.23% of net wealth
$300 per hour; minimum initial fee $600 for 2 hours.
Minimum fee: First year fees start at $8,000; renewal fees start at $5,000 for Annual Planning Relationship clients. Fee-only: Annual Planning Relationship fees based on net wealth, ranging from $8,000 first year to over $250,200 for over $100 million; Transition Planning Relationship flat fee $3,500 first year, $2,500 renewal; Hourly rate $300/hour with 2-hour minimum initial fee of $600.
Overland Park, KS
9101 W. 110th St., Suite 150
Overland Park KS 66210
Advisors at this office
8
Kansas · Missouri · Texas
11 years of industry experience
Sound Stewardship, LLC
2015 - Present • 11 years
Overland Park, KS
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Insurance agent
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Real estate agent
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Other specialized services
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