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The Hendrickson Advisory Group
Hendrickson Advisory Group is a fee-only Registered Investment Advisor offering comprehensive wealth management and financial planning services.
Overview
Hendrickson Advisory Group is a fee-only Registered Investment Advisor offering comprehensive wealth management and financial planning services. Established in 1996, the firm works with clients throughout the Midwest, including business owners, retirees, millennials, and accumulating professionals. It operates as a boutique fiduciary firm focused on customized, service-oriented solutions.
General information
Firm type
RIA
Year founded
1996
Location
City
Columbus
Principals
Chuck Hendrickson
ChFC, CLU — Founder
Charlie Hendrickson
CFA, CFP® — President, Financial Planner and Investment Advisor
Marian Leuby — Vice President and Chief Compliance Officer
Frequently asked questions
Who runs investment decisions at The Hendrickson Advisory Group?
No named investment professionals have been publicly identified. The firm is incorporated in the United States, but its leadership structure and management team are not in any known filings or industry directories.
Does The Hendrickson Advisory Group make direct investments or commit to funds?
There is no public record of direct investments, fund commitments, co-investments, or any portfolio holdings. The firm's investment activity remains entirely opaque.
What investment stages or sectors does the firm focus on?
No sector preferences, stage focus, or geographic concentration can be confirmed from publicly available sources. The firm has not disclosed any investment mandate.
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