Hendricks Wealth and Estate Management- Financial Advisor Bradenton, FL

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About Hendricks Wealth and Estate Management

We want you to come away from your first meeting with us with a sense that it was the best hour that you've ever spent on your personal finances. Then, if you choose to work with us going forward, we want every meeting to conclude with you thinking that you couldn't have picked a better partner to work with you along your personal financial planning journey. We want to be your LIFETIME financial advisor. Our founder, Jim Hendricks, started the firm in 2004 and still works full-time with the firm today. We also have four other advisors and two support staff who will work closely with you with the goal of making you feel like you couldn't have chosen a better team. We have offices in Bradenton, FL and Algonquin, IL.

See Disclosures

General Information

Firm Start Year

2004

No. of Employees

CRD#

4514899

Firm CRD#

289593

Insurance License#

W855126

Name of Broker/Dealer

Name of Custodial Firm

Charles Schwab

States Licensed in

FL, IL, HI (Firm is Registered with SEC and can work with clients in all states)

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 7, Series 65

Insurance and Annuity Licenses

Health, Life, Variable Annuity, Long Term Care, Variable Life, Annuity

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$470,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$470,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Hourly, Based on Assets

Fee % Based on Assets

Negotiable

Hourly Rate

$399

Additional Details on Charges

We strive to be your LIFETIME financial advisor, and to do that we want to put our best foot forward out of the gate. We want you to come away from the hour you spend with us feeling as though that was the best hour you've ever spent on your personal financial future. We have a very competitive grid that details our fees, and those fees are based upon assets under management. Fees will be disclosed during our initial discussion. There is no fee for initial consultations. We have a team of advisors, and you will meet with at least one of those advisors for your initial meeting. We look forward to hearing from you!

Minimum Fee Charged for Managed Accounts

None

Minimum Fee Charged for Hourly Planning Accounts

None

Education

Bachelor of Science - Accountancy

Northern Illinois University
8/21/1989 -5/7/1994

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893186/paladinregistry-Hendricks-Wealth-and-Estate-Management-detailed-disclosure.html

Disclaimer

Services offered through J.G. Hendricks Financial Services, LLC dba Hendricks Wealth and Estate Management, a Registered Investment Adviser. Our firm, Hendricks Wealth and Estate Management, is an investment adviser registered with the Securities and Exchange Commission. We feel that it is important for you to understand how advisory and brokerage services and fees differ in order to determine which type of account is right for you. There are free and simple tools available to research firms and financial professionals at www.investor.gov/CRS, which also provides educational materials about investment advisers, broker-dealers, and investing.

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Hendricks Wealth and Estate Management