JK
JK

John Kirkpatrick

15 Years of Experience
Pittsburgh, PA
Broker

John Kirkpatrick is a registered investment advisor at Henderson Brothers Financial Partners LLC, based in Pittsburgh, PA, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 952 clients with $330M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
952 clients
Average Client Portfolio
$344K average
Assets Under Management
$327.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.5M0.90%
$1.5M+0.80%

Fees are negotiable depending on individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

920 Fort Duquesne Boulevard, Pittsburgh, PA, 15222

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

John provides investment advisory services through Henderson Brothers Financial Partners, an independent investment advisor firm, dedicating full-time hours to this activity. He also uses Henderson Brothers Financial Partners as a DBA for his LPL business, also dedicating full-time hours.

Employment History
Current Registrations
Henderson Brothers Financial Partners LLC
March 2025 - Present · 1 yr 2 mos
LPL Financial LLCBroker
May 2014 - Present · 12 yrs
Previous Registrations
Global Retirement Partners LLC
July 2017 - March 2025 · 7 yrs 8 mos
PNC Capital Markets LLCBroker
November 2010 - April 2014 · 3 yrs 5 mos
State Registrations1 state
PA
AdvisorBrokerBoth

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.