E.A. Hendrich Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
26
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$0
About
E.A. Hendrich Financial Planning provides fee-only, hourly financial planning and investment advice to individual clients, with a stated focus on people in their 40s through 70s. Services cover general and targeted planning areas such as cash flow, insurance, estate, retirement and education planning, alongside advice on asset allocation and investment selection.
The firm’s investment approach is fundamentally long-term and passive, favoring low-cost, no-load index ETFs or mutual funds and emphasizing asset allocation as the primary driver of portfolio returns, with annual or quarterly rebalancing. Engagements are delivered on a project basis: the adviser gathers and analyzes client information, presents recommendations, and the engagement typically concludes at presentation unless the client re-engages, rather than providing ongoing discretionary management or continuous monitoring.
Noteworthy distinctions include an hourly, fee-only compensation model rather than charging a percentage of assets under management, and an explicit policy of not taking custody of client assets or account access credentials. The firm also states it does not accept commissions or third-party payments, limits non-cash compensation to items that enhance client service, and generally recommends clients continue using their existing custodians.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Passive / index investing
Demographic focus
Mid-Career Professionals
Approaching retirement
Fee options
$225 per hour, billed in 30 minute increments
Fee-only: Hourly fees at $225 per hour, billed in 30 minute increments
Main office location
E.A. Hendrich Financial Planning, LLC
Augusta GA, United States
Number of offices
2
Most active in
E.A. Hendrich Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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