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Sean Hendricks

8 Years of Experience
Algonquin, IL

Sean Hendricks is a registered investment advisor at Hendricks Wealth and Estate Management, based in Algonquin, IL, with 8 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 852 clients with $410M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
852 clients
Average Client Portfolio
$483K average
Assets Under Management
$411.6M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee charged for Comprehensive Portfolio Management services.

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

2403 Harnish Dr.,, Suite 201, Algonquin, IL, 60102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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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
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Hero Investment Planners LLC
January 2021 - March 2023 · 2 yrs 2 mos
Investors Capital Advisory
November 2012 - January 2015 · 2 yrs 2 mos
State Registrations1 state
IL
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.