A complete list of active advisors currently associated with Hentch Solutions
Warmer can help you find a great advisor at Hentch Solutions or one who fits your needs even better.
Hentch Solutions provides investment advisory services to individuals, couples, families and small businesses, primarily by recommending and placing clients on third‑party advisory platforms and managed‑account programs such as Matson Money, Pacific Financial Group strategies, and American Funds’ programs. The firm assists clients with onboarding, paperwork, and delivery of regulatory disclosures and — according to the brochure — maintained a small client roster and reported no assets under management as of the filing date. Rather than directly managing discretionary portfolios for individual accounts, Hentch Solutions typically serves as a co‑advisor or liaison: it helps complete platform paperwork, updates third‑party managers with client information, reviews quarterly statements, and monitors third‑party manager performance while the recommended managers generally execute trading. Investment recommendations are driven by asset allocation principles used by the recommended platforms (including Modern Portfolio Theory, multi‑factor models, and periodic rebalancing), and the firm tailors referrals and advice to clients’ documented objectives and risk tolerance. Compared with many independent advisers, the firm’s model is notable for not providing direct portfolio management for individual retail accounts and for operating largely through referral and co‑advisory fee arrangements with third‑party managers, rather than managing assets in‑house. The brochure also discloses that the principal maintains an active insurance practice and includes a 2017 employment termination for a data‑security policy violation, both of which are described as potential considerations for prospective clients.
To learn more about the advisors currently working at Hentch Solutions, 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.
Name |
Location |
Years of experience |
|---|---|---|
Auburn, CA
| 40
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)