KH
KH

Keith Hentschel

39 Years of Experience
Auburn, CA
2 DisclosuresSells Insurance

Keith Hentschel is a registered investment advisor at Hentch Solutions, based in Auburn, CA, with 39 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None

Hentch Solutions uses other investment managers to manage client accounts. Here's how the fees work:

  • Matson Money: Hentch Solutions receives a portion of the fees that Matson Money charges, ranging from 0.25% to 1.4% of your portfolio annually. This fee is negotiable.
  • The Pacific Financial Group (TPFG): For accounts managed by TPFG, Hentch Solutions receives 0.75% annually. For Separately Managed Accounts, Variable Annuity Accounts, Variable Universal Life Accounts, and Core Retirement Accounts, fees are split between Hentch Solutions and TPFG, totaling 1.00% on the first $500,000, decreasing to 0.75%, 0.50%, and 0.40% for higher amounts. Fees are negotiable for amounts over $10,000,001. For Unified Managed Accounts, Hentch Solutions receives up to 1.50% annually.
  • American Funds Service Company (AFS): Hentch Solutions charges 1.00% on the first $499,999.99, decreasing to 0.75% and 0.50% for higher amounts.
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Location

1132 Lincoln Way, Suite 4, Auburn, CA, 95603

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 2017
Customer Dispute
October 2003
Denied
Other Business ActivitiesSells Insurance

Keith is an independent representative selling fixed life, health, long-term care, and fixed/indexed annuities. He also operates Hentch Inc. as a DBA for speaking skills, spending minimal time teaching public speaking.

Employment History
Current Registrations
Hentch Solutions
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Ifc
March 2018 - April 2021 · 3 yrs 1 mo
Cetera Advisor Networks LLC
February 2011 - August 2017 · 6 yrs 6 mos
Cetera Advisor Networks LLCBroker
February 2011 - August 2017 · 6 yrs 6 mos
Qa3 Financial LLC
May 2009 - February 2011 · 1 yr 9 mos
Qa3 Financial CORP.Broker
March 2005 - February 2011 · 5 yrs 11 mos
Princor Financial Services CorporationBroker
October 1998 - March 2005 · 6 yrs 5 mos
Gateway Investment Services, INC.Broker
January 1998 - September 1998 · 8 mos
Pruco Securities CorporationBroker
May 1992 - December 1997 · 5 yrs 7 mos
The Prudential Insurance Company of AmericaBroker
May 1992 - December 1993 · 1 yr 7 mos
Pruco Securities CorporationBroker
August 1983 - December 1989 · 6 yrs 4 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Keith Hentschel - Financial Advisor | TrueAdvisor