Brad Hennebert is a CFP-designated registered investment advisor at Tcp Asset Management, LLC, based in Upper Arlington, OH, with 1 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,221 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Additional fees apply when using TCPAM models at Orion Portfolio Solutions or SEI (0.35%) or Pave Investment Advisors Sub-Advised Portfolios (0.40%).
Fee Estimator
Location
5000 Horizons Drive, Upper Arlington, OH, 43220
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brad is a partner at Premier Tax CPAs, focusing on tax preparation, accounting, and bookkeeping since 2003. He also owns Real Wealth Advisors and Westerville Real Holdings, both involved in real estate sales, rental properties, and property management, and is an agent for non-variable insurance.
Employment History
Current Registrations
Tcp Asset Management, LLC
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations4 states
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