The Hedrick Co.

The Hedrick Co. is a Registered Investment Adviser specializing in fee-only financial planning and investment management for individuals, family groups, and small businesses. Founded by Betty Hedrick in June 1986, the firm transitioned to a fee-only practice in 1991. The company is 100% owned by Betty and Gary Hedrick. Financial planning services involve tax and cash-flow management, investment evaluation, retirement planning, and more. Investment management fees are based on account values, with discretionary management of accounts totaling approximately $97,004,310 as of March 28, 2024. Clients have the option to impose restrictions on investments. The firm does not charge performance-based fees or engage in side-by-side management. They work with individuals, families, trusts, businesses, and non-profit organizations without minimum net worth requirements. The firm's investment philosophy includes managing systemic, systematic, and entity risks through diversification and strategic investment decisions. The brochure also details the firm's fee structure, custody arrangements with Charles Schwab, and voting of client securities. Betty Hedrick's educational background and business experience are outlined, including her certifications and work history in financial planning and investment management. The brochure supplement provides additional information about Betty Hedrick's qualifications and experience.