H

Hendrickson Financial Services, LLC

Updated today

Client assets under management

$71,553,199

Clients

148

0% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

74

High

Average account size

$483,468

About

Hendrickson Financial Services, LLC provides discretionary asset management and financial planning primarily to individual clients and nonprofit organizations. The firm delivers ongoing portfolio management billed on a percentage-of-assets basis and offers hourly financial planning and consulting engagements.

The firm documents client objectives with an investment policy or risk-tolerance statement and applies a mix of fundamental and technical analysis when constructing portfolios; account reviews occur at least quarterly and clients receive custodial statements directly. Hendrickson accepts discretionary trading authority, may hire sub‑advisors to implement agreed-upon models, and uses Schwab Advisor Services for custody, trade execution, and related institutional services.

Compared with many supported firms, Hendrickson discloses past regulatory and civil matters involving a supervised person, including an arbitration award that was later settled, a FINRA suspension, and Chapter 7 bankruptcy filings that were discharged, all noted in the firm’s brochure. The firm also has atypical outside affiliations for a practice of its size: one or more supervised persons maintain insurance agent activities and another is registered with a separate registered investment adviser, and the firm regularly uses sub‑advisors to manage portions of client assets.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Retirement income strategy Income planning Wealth management

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Fee options

Percentage

$0 - $100,000: 1.50% annually $100,001 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually

Project-based

$150 per hour for financial planning and consulting

Other

Fee-only: Financial planning hourly fee of $150 per hour

Main office location

Hendrickson Financial Services, LLC

135 Sims, Suite 211

Dickinson ND 58601, United States

Number of offices

2

Most active in

Montana · North Dakota

Disclosures

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

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Jon H

Series 66

Dickinson, ND

Hendrickson Financial Services, LLC

Jon Hendrickson is a financial advisor with Hendrickson Financial Services, LLC in Dickinson, ND, holding a Series 66 designation and 26 years of industry experience. He has been the owner of Hendrickson Financial Services since 2016 and has operated as a sole proprietor since 2004. Outside of advising, he serves as a voluntary board member of the Community Action Partnership in Western North Dakota and manages beverage inventory for the Theodore Roosevelt Medora Foundation. Hendrickson Financial Services provides discretionary asset management and financial planning primarily to individual clients. The firm employs individualized investment policy statements and risk-tolerance assessments, using both fundamental and technical analysis to construct and monitor portfolios.

General retirement planning Retirement income strategy Income planning Wealth management
user avatar

John C

Series 66

Minot, ND

Hendrickson Financial Services, LLC

John Carlson is a financial advisor at Hendrickson Financial Services, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including Wealth Plus of the Dakotas, Inc., Capital Financial Holdings, Inc., Voyager Capital Management, LLC, and Capital Financial Services, Inc. Outside of advisory work, he is also involved in fixed insurance sales. Hendrickson Financial Services provides discretionary asset management and financial planning primarily to individual clients, utilizing individualized investment policy statements and risk-tolerance assessments combined with fundamental and technical analysis to manage portfolios.

General retirement planning Retirement income strategy Income planning Wealth management
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