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E.A. Hendrich Financial Planning, LLC
E.A. Hendrich Financial Planning, LLC is an RIA offering personalized financial planning and wealth management for families, led by founder E.A. Hendrich.
E.A. Hendrich Financial Planning, LLC
E.A. Hendrich Financial Planning, LLC was founded by E.A. Hendrich, who serves as the firm's principal and lead advisor. The firm is structured as a limited liability company and operates under the regulatory oversight of the SEC or state securities authorities, consistent with its RIA registration. Its wealth origin stems from the Hendrich family's accumulated capital base. The firm's investment approach centers on financial planning and asset allocation across equities, fixed income, and alternative investments. Client portfolios are tailored to individual risk tolerances and goals, with periodic rebalancing and tax optimization. Geographic footprint is domestic, primarily serving clients in the United States. Team size and additional office locations are not publicly detailed. The firm maintains no separate philanthropic entity or adjacent operating company on public record. No dated operational events from the last 24 months are available. The firm's structural differentiator lies in its personalized financial planning model, which integrates investment management with comprehensive tax and estate planning services. This holistic approach distinguishes it from asset managers focused solely on returns.
General information
Firm type
Single Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
Who runs investment decisions at E.A. Hendrich Financial Planning, LLC?
E.A. Hendrich is the principal and lead advisor responsible for all investment and financial planning decisions at the firm. The firm does not publicly list additional investment committee members.
Is E.A. Hendrich Financial Planning, LLC structured as a single family office or an RIA?
The firm operates as a registered investment advisor (RIA) rather than a traditional family office. Its regulatory registration suggests it manages capital for multiple clients including, but not limited to, the Hendrich family.
What investment stages does E.A. Hendrich Financial Planning, LLC typically target?
The firm does not publicly specify a target investment stage. Its client portfolios likely include publicly traded equities and bonds, with potential exposure to mutual funds and ETFs.
Does E.A. Hendrich Financial Planning, LLC participate in fund commitments or only direct deals?
Based on its RIA structure and lack of private market disclosure, the firm likely invests primarily through publicly traded securities and managed funds. It does not publicly report direct private equity or hedge fund investments.
Where does the underlying wealth come from at E.A. Hendrich Financial Planning, LLC?
The wealth origin is not publicly disclosed. The firm's name suggests the Hendrich family as the founding capital source, but no specific industry or business origin has been cited.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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