Hedrick

Mercer Island, United States

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Description

Specialties

Fee-​Only registered investment adviser providing financial planning, investment management, and divorce financial analysis to individuals, families and small businesses.

History

Established in 1986.

Originally founded as an Introducing Broker in the commodities and futures markets with immediate plans to expand into comprehensive financial planning and investments under the SEC series 7 license and the CFP designation. The series 7 is the license that regulates the people that most of us know as stock brokers. Company revenues were commission based.

In 1991 the company became a registered investment adviser to begin transitioning to a fee-​only practice. Fee-​only revenue comes directly from clients, it is not related to sales of any products that commission revenue entails.

In 1994 The Hedrick. Co was fully transitioned to fee-​only

Divorce financial planning was added in 2003.

Meet the Business Owner

Betty H.

Business Owner

Betty has been managing investments for over 30 years. She started her career in finance in the commodity and futures markets in 1984 and transitioned to her own firm in 1986.

Betty became a Certified Financial Planner (CFP®) in 1989 and a Certified Divorce Financial Analyst (CDFA™) in 2003.