A complete list of active advisors currently associated with Hendrix Financial Planning

Warmer can help you find a great advisor at Hendrix Financial Planning or one who fits your needs even better.

Hendrix Financial Planning provides comprehensive financial planning services to individuals and high-net-worth clients, delivering a written financial plan as the firm’s initial engagement. The firm explicitly does not provide portfolio management, does not accept custody of client funds or securities, and reports no regulatory assets under management. When asked to provide investment advice, the firm applies Modern Portfolio Theory and generally recommends long-term purchase strategies, while its planning scope also includes retirement projections, tax and cash flow analysis, estate-document review, and other non-investment guidance. After delivery of the written plan, updates, implementation assistance, or further planning are provided only upon client request and are billed separately. Noteworthy for a firm in the investment-manager category, Hendrix uses fixed fees for its initial comprehensive planning engagement and bills follow-up work on an hourly basis rather than relying on percentage-of-AUM fees, a practice that is uncommon among peers. The firm’s operating model — no custody, no managed client accounts currently, and a principal whose background includes a U.S. military academy undergraduate degree, a master’s in finance, and ongoing MBA studies — further differentiates it from managers that typically oversee pooled or institutional assets.

To learn more about the advisors currently working at Hendrix Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.