Henthorn Agency, INC.

Commission-BasedFixed/Hourly

Henthorn Agency, Inc., Financial Advisors Division is a personal tax and financial planning firm. They work with Middle Americans, focusing on holistic financial planning. They examine taxes, investments, insurance, retirement, and estate planning and recommend ways to improve their financial lives. They also offer annual tax preparation.

Assets Under Management$130M
Clients300
Advisors1
Avg. per Client$430K
Avg. per Advisor$130M

Fee Structure

Minimum Investment:None

Henthorn Agency does not charge a percentage of your portfolio for investment management. Instead, they charge a flat fee for holistic planning services, covering tax planning, investment management, retirement, and estate planning advisory services.

Loading...
Location

1 Advisors at this firm