Drew Hendricks
CFP®
Capasso Planning Partners
Partner & Senior Wealth Advisor
Drew Hendricks
CFP®
Capasso Planning Partners
Partner & Senior Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Drew Hendricks, CFP®
Fee-Only financial planner located in Charleston, SC, serving clients locally and across the country
Drew Hendricks is a Charleston, SC fee-only financial advisor serving clients locally and across the country. Capasso Planning Partners provides comprehensive financial planning, retirement planning, tax and estate planning, and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Drew Hendricks is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Drew Hendricks was born on Long Island, New York, but spent much of his childhood in the Charlotte area. After high school, he began his studies at the College of Charleston. In 2008, he received a B.S. in Business Administration with a concentration in finance. While in college he fell in love with the area, and decided that after graduation he would stay in Charleston to begin his career as a financial advisor.
Drew has been an advisor since 2008, and he became a financial advisor because of an experience in his past. His father passed away from cancer in the summer of 2002 and he witnessed how, with proper planning, finances do not have to become a burden for families who find themselves in tough circumstances. This is when Drew decided to make financial planning his life’s work, so that he could help others in the way that his family had been helped. This is also why you may see him in the halls of MUSC, as he regularly volunteers in the Hollings Cancer Center.
In early 2020, he decided to make the change to Capasso Planning Partners to fulfill personal and professional goals of giving 100% unbiased advice, made possible by the fee-only planning structure at Capasso. He believes, through his experience, this is the best model to unite the client and advisor towards the client’s goals, as it ties them to each others’ success.
In his free time he enjoys traveling the world, spending time with his girlfriend, golfing, and taking advantage of everything Charleston (the place he’s called home since 2004) has to offer.
We are a Fee-Only wealth management firm that offers a refreshingly personal, comprehensive, and integrated style designed to help you take control over your finances, simplify, reduce anxiety, and achieve your ideal life.
We have the experience and wisdom to work with clients in all stages of their financial life cycle. We have also developed a program to work with young professionals in the early stages of their career that do not meet the minimum requirements of most advisory firms.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Drew Hendricks is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Capasso Planning Partners is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Drew Hendricks
Office Locations:
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56 Broad St.
Suite 3C
Charleston, SC 29401
