Hendricks Wealth and Estate Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$695/hr

“The maximum hourly fee to be charged will not exceed $695.”

Flat or project fee

$10,000

“Flat fees will not exceed $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Hendricks Wealth and Estate Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from client account(s).”
• “Unless otherwise noted in writing, our firm bills on cash and cash equivalents.”

How Hendricks Wealth and Estate Management’s fees compare

• Its hourly rate of $695 is above the Illinois median of $273. 98% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Illinois median of $4,500. 78% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Hendricks Wealth and Estate Management

• Firm size: 7 employees.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

913

Employees

7

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$536,115,799

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

289593

Website

facebook.com/hendrickswealth (opens in new tab)

Phone

(847) 428-3997

Can advise clients in 19 states: Alabama, Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Louisiana, Michigan, North Carolina, Nebraska, Ohio, Pennsylvania, Tennessee, Texas, Wisconsin

Other planners in Illinois that publish fees

• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000
• Ameribanc CorporationHoffman Estates$500/hr, $250⁠-⁠$5,000

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