# Hendrix Berry

> Hendrix Berry is a fee-only financial advisor at Obran Capital Advisors in Boston, Massachusetts, who holds the CFP credential. Obran Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/hendrix-berry/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Obran Capital Advisors
- **Based in:** Boston, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $30.9M across 55 accounts
- **Credentials:** CFP
- **CRD:** 6701557 (https://adviserinfo.sec.gov/individual/summary/6701557)
- **SEC registration:** Investment adviser representative in CA, CO, LA, MA, NC, TX
- **Exams passed:** Series 65 (2016)
- **Firm size:** 4 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Hendrix Berry a fee-only financial advisor?

Yes. Hendrix Berry is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Hendrix's firm.

### How does Hendrix charge for financial advice?

Hendrix's firm, Obran Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Hendrix Berry based?

Hendrix Berry is based in Boston, Massachusetts.

### What credentials does Hendrix Berry hold?

Hendrix Berry holds the CFP credential.

### Is Hendrix Berry registered with the SEC?

Yes. Hendrix Berry is registered as an investment adviser representative in CA, CO, LA, MA, NC and TX (CRD 6701557), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Obran Capital Advisors manage?

Obran Capital Advisors reports $30.9M across 55 accounts in assets under management.

### How do I contact Hendrix Berry?

Contact details aren't on file yet. Search for Obran Capital Advisors.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/hendrix-berry-96102): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
