James Madl

Advisor at Hendricks Wealth and Estate Management — Algonquin, IL

Updated today

Credentials

Series 65

Experience

5 years

Location

Algonquin, IL 60102

Hendricks Wealth and Estate Management logo

Hendricks Wealth and Estate Management

Team

Total advisors

6

Across 3 offices

Clients per advisor

152 Very High

Avg AUM per client

$582,737 Low

HNW client ratio

18% Low

Why did you become a financial advisor?

I became a financial advisor to provide me with a feeling of accomplishment through helping clients achieve various financial goals.

About

James Madl is a financial advisor at Hendricks Wealth and Estate Management with a Series 65 designation and four years of industry experience.

Hendricks Wealth and Estate Management advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting.

The firm employs a range of analytical approaches and integrates financial planning with tax, insurance, and corporate-structure considerations, providing coordinated legal, tax, and insurance services through affiliated professionals.

Client services

Based on Hendricks Wealth and Estate Management

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Income planning Equity compensation tax strategy Business Financial Management

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Fee options

Fixed

Up to $10,000 for financial planning and consulting services

Percentage

Up to 1.50% annually

Project-based

Up to $695 per hour for financial planning and consulting services

Other

Fee-only: Hourly fees up to $695/hour; Flat fees up to $10,000; Retainer not exceeding $1,200 if services cannot be rendered within 6 months

Location

See office

Algonquin, IL

2403 Harnish Dr., Suite 201

Algonquin IL 60102

Advisors at this office

3

Most active in

Illinois

Work history

5 years of industry experience

Endricks Wealth and Estate Management

2021 - Present • 5 years

West Dundee, IL

American Freight

2020 - 2021 • 1 year

Hoffman Estates, IL

Sears Outlet Stores, LLC

2018 - 2020 • 2 years

Hoffman Estates, IL

Sears Hometown & Outlet, LLC

2012 - 2020 • 8 years

Hoffman Estates, IL

Disclosures

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

Business activities & affiliations

Benjamin H

CFP®

Barrington, IL

Illuminate Wealth Management

As a CFP® professional and founder of Illuminate Wealth Management, I work with business owners, executives, and professionals who are navigating complex financial decisions. My goal is to help you understand your options, avoid costly mistakes, and create a strategy that supports the life you're working so hard to build. Over the years, I've developed a particular passion for helping clients make smart decisions around equity compensation. Whether you're dealing with RSUs, ISOs, stock options, ESPPs, or a major liquidity event, I help clients think through the tax implications, manage concentration risk, and create a plan that connects today's decisions with their long-term goals. I also work closely with business owners who are balancing the demands of running a company while trying to make thoughtful decisions about growing and protecting their personal wealth. When your business, taxes, retirement goals, investments, and family finances are all connected, financial planning becomes about much more than investments alone. While equity compensation and business planning are often what bring people to me, my role is much larger than solving a single financial challenge. I help clients think through retirement, taxes, investments, cash flow, and long-term wealth planning so they can make decisions with confidence and stay focused on what matters most. My approach is simple: bring clarity to complexity and help people make confident financial decisions. I believe good planning should help you spend less time worrying about money and more time focusing on what matters most to you.

Private / alternative investments Equity compensation tax strategy Retirement income strategy Roth conversion strategy RSUs / ISOs / NSOs Founder/Business Owner Executive Established Professionals
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David M

CFA®

Barrington, IL

Maple Street Capital Advisors, LLC

David Meehan is a CFA® charterholder with seven years of industry experience. He has been the sole advisor at Maple Street Capital Advisors, LLC since 2018 and previously worked as a self-employed investor for three years. Maple Street Capital Advisors provides investment management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a fundamental, long-term investment approach focused on diversified, low-cost core equity and fixed-income funds, complemented by selected individual equities, with an emphasis on asset allocation, rebalancing, and strategic cash management including a near-constant allocation to gold via ETFs.

Equity compensation tax strategy Real estate investing Tax-loss harvesting General retirement planning Cash flow / budgeting
user avatar

Curtis B

CFP®, Series 63

Hoffman Estate, IL

Ameribanc Corporation

Curtis Bergquist is a CFP® with 50 years of industry experience. He is the owner of Ameribanc Corporation, an independent advisory firm based in Hoffman Estates, IL, and has been associated with Ausdal Financial Partners, Inc. since 2009. Ameribanc provides investment advisory and financial planning services to individual and family clients through its Capital Management Service (CMS), which integrates market-timing signals with mutual fund holdings to manage risk and adjust exposure according to market conditions.

General retirement planning
user avatar

Scott S

CFP®, Series 65

Elgin, IL

Sierens Financial Group, Inc.

Scott Sierens is a CFP® professional with 10 years of industry experience. He is the principal at Sierens Financial Group, Inc. in Elgin, IL, and has prior experience with AE Wealth Management, Gradient Advisors, and AptarGroup. He also works as a paid contractor creating content for YouTube. Sierens Financial Group, Inc. provides discretionary asset management and financial planning to individuals, trusts, estates, and high-net-worth clients, combining mutual funds, ETFs, and both fundamental and technical analysis. The firm offers educational seminars and workshops and accommodates client-specific investment restrictions and goals.

Retirement income strategy Social Security optimization Income planning General tax planning Medicare planning
user avatar

Eeshan A

Series 65

Schaumburg, IL

Baker Street Investment Partners LLC

Eeshan Ahuja is a financial advisor at Baker Street Investment Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked as an independent private equity investor and at Woodlawn Partners. Baker Street Investment Partners provides discretionary investment management primarily to pooled vehicles and institutional-type clients, serving a broad mix of entities including banks, sovereign wealth funds, pension plans, and charitable organizations. The firm’s investment approach focuses on fundamental analysis and concentrated, long-term equity ownership, with flexibility to invest across various asset classes and employ derivatives, margin, and short-selling as appropriate.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments
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John P

CFP®, Series 63, Series 66

Crystal Lake, IL

Piershale Wealth Management, LLC

John Piershale is a CFP® professional with 32 years of industry experience. He is the sole advisor at Piershale Wealth Management, LLC in Crystal Lake, Illinois, and has held prior roles at Origin Financial, Ausdal Financial Partners, Inc., Piershale Financial Group, Inc., and Triad Advisors, Inc. Piershale Wealth Management provides discretionary investment management and a variety of financial planning services to individual clients. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory and fundamental analysis, offering specialized tax and estate planning within a modest, single-advisor model.

General retirement planning Wealth management
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