Hendrix Financial Planning offers comprehensive financial planning services to individuals and high-net worth individuals. This includes portfolio customization recommendations, investment strategies, and tailored investment advice. Planning may also include retirement strategies, tax optimization, cash flow and budgeting analysis, financing and financial education, estate planning, and asset protection strategies. Clients first engage with Hendrix Financial Planning for a comprehensive financial plan.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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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