The Hendrickson Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Hendrickson Advisory Group offers portfolio supervisory services, project-based and ongoing financial planning, pension consulting for employee benefit plans, and facilitates personal tax return preparation through a third‑party firm. Its client roster includes business entities, trustees and retirement plans as well as individual and trust relationships, and advisory engagements are delivered on a consultative, non‑discretionary basis requiring client approval for transactions.
Investment implementation is primarily conducted through a turnkey asset management program (Independent Advisor Solutions by SEI) and may involve model portfolios, SEI Funds, or third‑party money managers; the firm develops allocations based on client objectives, monitors performance, and rebalances as circumstances change. It also coordinates with clients’ other professional advisors and conducts at least annual reviews, while periodically monitoring outside managers’ holdings and strategies for alignment with client goals.
What is distinctive is the firm’s operational reliance on the SEI platform — clients in the managed accounts program must custody assets at SEI Private Trust Company and use an affiliated broker‑dealer for trade placement, and the firm discloses platform benefits and potential conflicts that accompany that arrangement. The practice also combines plan‑level pension consulting and participant education with ancillary services not always offered by peers — such as facilitating tax return preparation and retaining insurance licensure among principals to support insurance-related planning advice.
Client services
Expertise
Fee options
Fixed fees from $500 to $5,000 for project-based financial planning; upfront charge $500-$2,000 for ongoing financial planning
$0 - $375,000: Financial Planning Fee Schedule applies (fixed fees, hourly rates) in lieu of AUM fee $375,000 - $2,000,000: 0.80% $2,000,000 - $4,000,000: 0.50% $4,000,000+: 0.30%
$250 per hour for hourly financial planning engagements
Ongoing financial planning service with $250 per month fee paid monthly in arrears (annual fee)
Fee-only: Fixed fees ranging from $500 - $5,000 for project-based financial planning; $250/hour for hourly financial planning; ongoing financial planning $500-$2,000 upfront plus $250/month annual fee (waived for clients with $375,000+ AUA)
Main office
4700 Reed Road, Suite I
Columbus OH 43220
Advisors at this office
3
Most active in
Florida · Illinois · Ohio · Texas
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
Advisors at this firm
Charles H
CFP®, CFA®
Columbus, OH
The Hendrickson Advisory Group, Inc.
Charles Hendrickson is a CFP® and CFA® with nine years of industry experience. He has been with The Hendrickson Advisory Group, Inc. since 2017 and previously worked at Hamilton Capital Management, Inc. from 2014 to 2017. The Hendrickson Advisory Group provides non-discretionary portfolio supervisory services, financial planning, pension consulting, and wealth-planning coordination for individuals, trusts, business entities, and retirement plans. The firm manages client accounts through a turnkey asset management program, emphasizing non-discretionary relationships and coordinating investment and tax planning with other professionals.
Marian L
Series 65
Columbus, OH
The Hendrickson Advisory Group, Inc.
Marian Leuby is a Series 65-licensed financial advisor with 25 years of industry experience. She has worked at The Hendrickson Advisory Group, Inc. since 2003 and previously spent 19 years with Hendrickson & Hendrickson Inc. The Hendrickson Advisory Group provides non-discretionary portfolio supervisory services, financial planning, and pension consulting for individuals, trusts, business entities, and retirement plans. The firm manages client accounts primarily through a turnkey asset management program, coordinating investment and tax planning while facilitating services such as tax return preparation and ERISA nondiscretionary pension consulting.
Charles H
ChFC®, Series 63
Columbus, OH
The Hendrickson Advisory Group, Inc.
Charles Hendrickson is a financial advisor with The Hendrickson Advisory Group, Inc. in Columbus, OH, holding the ChFC® designation and Series 63 license, and has 21 years of industry experience. He has been with The Hendrickson Advisory Group since 1997 and is also involved with Hendrickson & Hendrickson, Inc. and Life Settlement Agency Inc, two incorporated insurance agencies he owns. The Hendrickson Advisory Group provides non-discretionary portfolio supervisory services, financial planning, pension consulting, and wealth-planning coordination for individuals, trusts, business entities, and retirement plans. The firm uses a turnkey asset management program and offers services including tax return facilitation and ERISA nondiscretionary pension consulting, managing $219 million in assets under advisement across 67 clients.
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