# Jon Hendrickson

> Jon Hendrickson is a fee-only financial advisor at Berkeley in Boise,, Idaho. Berkeley reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jon-hendrickson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Berkeley
- **Based in:** Boise,, Idaho
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $573.9M across 769 accounts
- **CRD:** 2555744 (https://adviserinfo.sec.gov/individual/summary/2555744)
- **SEC registration:** Investment adviser representative in ID
- **Exams passed:** Series 63 (1995), Series 65 (2003)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.berkeleyinc.com

## Frequently asked questions

### Is Jon Hendrickson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jon holds no broker registration, and Berkeley reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jon charge for financial advice?

Jon's firm, Berkeley, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jon Hendrickson based?

Jon Hendrickson is based in Boise,, Idaho.

### Is Jon Hendrickson registered with the SEC?

Yes. Jon Hendrickson is registered as an investment adviser representative in ID (CRD 2555744), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Berkeley manage?

Berkeley reports $573.9M across 769 accounts in assets under management.

### How do I contact Jon Hendrickson?

Through Jon's website, www.berkeleyinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2555744): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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