Bradley Henthorn
Bradley Henthorn is a CFP-designated registered investment advisor at Henthorn Agency, INC., based in Beech Grove, IN, with 29 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 300 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Henthorn Agency does not charge a percentage of your portfolio for investment management. Instead, they charge a flat fee for holistic planning services, covering tax planning, investment management, retirement, and estate planning advisory services.
Location
60 Churchman Ave, Beech Grove, IN, 46107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Bradley is a vice president of an S corporation and personally invests in rental real estate. This activity is not investment-related.
Employment History
Current Registrations
Henthorn Agency, INC.
Previous Registrations
Henthorn Agency, INC.
State Registrations1 state
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.