Hank Boudreaux is a CFP-designated registered investment advisor at The Planning Center, INC., based in Moline, IL, with 22 years of industry experience. Hank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 923 clients with $1.2B in assets under management.
Compensation
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Average Client Portfolio
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Fee Structure
The Planning Center's Capstone Wealth Program™ charges an annual fee based on a percentage of your net worth and adjusted gross income. The fee is determined when you sign an agreement and won't change if your net worth or income fluctuates. Fees are payable quarterly in advance and rounded to the nearest $250. There is a $7,500 minimum annual fee.
Contact
Hank Boudreaux
Location
1615 5th Avenue, Moline, IL, 61265
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Planning Center, INC.
Previous Registrations
Upperline Financial Planning, LLC
LPL Financial Corporation
Ameritas Investment CORP
MML Investors Services, INC.
State Registrations2 states
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.
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