A complete list of active advisors currently associated with Henthorn Agency, Inc.

Warmer can help you find a great advisor at Henthorn Agency, Inc. or one who fits your needs even better.

Henthorn Agency, Inc.’s Financial Advisors Division serves individual clients—described in the brochure as "Middle Americans"—offering holistic financial planning, portfolio analysis and implementation, annual tax preparation, and insurance/risk-management reviews through a retainer program. The firm packages investment advice with tax and estate planning and provides ongoing monitoring and annual reviews as part of that retainer. The firm implements risk-based model asset allocations and manages directed, non-discretionary portfolios where clients must pre-approve trades and retain custody of their assets, typically recommending a major custodian for execution and reporting. Instead of charging a percentage-of-assets fee, the firm uses a flat-fee retainer structure for planning and ongoing services and includes tax preparation in its service offering. Henthorn is atypical for a solo independent adviser in several respects: it maintains a high client load (roughly 300 clients for the single adviser), originated as and remains affiliated with an insurance agency and insurance brokerage, and provides accounting/tax services through an enrolled-agent capability. The firm also discloses that commissions may be received for insurance or certain bank products in addition to retainer fees, and the combination of commission-capable insurance sales, tax preparation, and primarily non-discretionary asset management distinguishes its business model from most independent solo advisers.

To learn more about the advisors currently working at Henthorn Agency, Inc., 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.