Derek R Hensley
DH
Derek R Hensley
DH

Derek Hensley

10 Years of Experience

Derek Hensley is a registered investment advisor at Sound Stewardship, LLC, based in Overland Park, KS, with 10 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 190 clients with $240M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
190 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$243.6M

Fee Structure

Planning is included in investment management

Sound Stewardship provides investment management services to clients who also have an annual planning relationship. The firm manages investments on a discretionary basis, meaning they can make trades without asking you first. Sound Stewardship does not charge a separate fee for investment management, as it is included in the annual planning fee.

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Derek R Hensley
DH
Derek Hensley

Location

9101 W. 110th St., Suite 150, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sound Stewardship, LLC
September 2015 - Present · 10 yrs 7 mos
State Registrations3 states
KSMOTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Derek R Hensley
DH
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Derek Hensley
Derek Hensley - Financial Advisor | TrueAdvisor