Sean Hendricks
Sean Hendricks is a registered investment advisor at Hendricks Wealth and Estate Management, based in Algonquin, IL, with 9 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 919 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50% of assets under management. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
2403 Harnish Dr.,, Suite 201, Algonquin, IL, 60102
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Sean is a licensed attorney in Illinois working for Hendricks Law Office, although legal services are separate from his financial firm. He also works as an investment advisor for J.G. Hendricks Financial Services, LLC, dedicating full-time hours to investment-related activities and trading.
Employment History
Current Registrations
Hendricks Wealth and Estate Management
Previous Registrations
Hero Investment Planners LLC
Investors Capital Advisory
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.
Exams
More Advisors
- David Janello, CFABlack Elm Advisers, LLC
- Adam Tatroe, CFPLPL Financial LLC
- Kevin Zasada, CFPWealth Enhancement Advisory Services, LLC
- Jarid Brockman, CFPEdward Jones
- Ernesto Aranda, CFPAmeriprise Financial Services, LLC
- John Radzinski, CFAInvesco Advisers, INC.