E.A. Hendrich Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
E.A. Hendrich Financial Planning provides fee-only, hourly financial planning and investment advice to individual clients, with a stated focus on people in their 40s through 70s. Services cover general and targeted planning areas such as cash flow, insurance, estate, retirement and education planning, alongside advice on asset allocation and investment selection.
The firm’s investment approach is fundamentally long-term and passive, favoring low-cost, no-load index ETFs or mutual funds and emphasizing asset allocation as the primary driver of portfolio returns, with annual or quarterly rebalancing. Engagements are delivered on a project basis: the adviser gathers and analyzes client information, presents recommendations, and the engagement typically concludes at presentation unless the client re-engages, rather than providing ongoing discretionary management or continuous monitoring.
Noteworthy distinctions include an hourly, fee-only compensation model rather than charging a percentage of assets under management, and an explicit policy of not taking custody of client assets or account access credentials. The firm also states it does not accept commissions or third-party payments, limits non-cash compensation to items that enhance client service, and generally recommends clients continue using their existing custodians.
Client services
Expertise
Demographic focus
Fee options
$225 per hour, billed in 30 minute increments
Fee-only: Hourly fees at $225 per hour, billed in 30 minute increments
Main office
Alpharetta GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
E. A. Hendric Financial Planning, LLC · E.A. Hendrich Financial Planning, LLC · Hendrich, Elizabeth Ann
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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