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Thomas Hendrix

1 Year of Experience
Boiling Springs, PA

Thomas Hendrix is a registered investment advisor at Hendrix Financial Planning, based in Boiling Springs, PA, with 1 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

  • Comprehensive Financial Plan — $2,500 - $10,000, depending on the client's needs, complexity, time, research, and resources required.
  • Additional financial planning services — $175 per hour for updates to the financial plan due to life events, account implementation assistance, or other comprehensive financial planning services.
One-Time Plan:$2,500 - $10,000
Hourly Rate:$175/hr
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Location

Boiling Springs, PA

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Hendrix Financial Planning
June 2024 - Present · 1 yr 11 mos
State Registrations1 state
PA
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.