HENDRICKSON FINANCIAL SERVICES, LLC

Overview

Hendrickson Financial Services, LLC is a small independent RIA that centers its advisory work on individuals and families, with an emphasis on financial planning and portfolio management for individuals and small businesses. The firm runs a fee model that combines a percentage-of-AUM approach with hourly charging and also operates as an insurance broker, which shapes how it integrates insurance and annuity solutions into client plans. Investment activity is equity‑heavy: the advisory book shows a clear preference for exchange‑traded equities as the primary vehicle for public market exposure. The firm uses discretionary mandates across client relationships and appears to blend listed equities and mutual funds with insurance products to meet retirement income and risk‑management objectives. Hendrickson Financial Services is not positioned as an ESG specialist and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices