Henry Holland
Henry Holland is a registered investment advisor at Holland Financial Services, INC., based in Athens, GA, with 22 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 151 clients with $76M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HFS offers ongoing asset management for a fee based on the value of your portfolio. The specific fee arrangement is negotiable and will be detailed in your agreement. You may also incur other fees from parties independent of HFS, such as mutual fund expenses and brokerage fees. Fees are collected via automatic deduction from your account, either quarterly or monthly, and may be charged in advance or after the service is provided. Fees paid in advance are considered earned and non-refundable up to the termination of the agreement, with a pro-rata refund calculated upon termination.
Location
1 Huntington Road, Suite 804, Athens, GA, 30606
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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
Henry is the president of Holland Financial Services Inc., offering insurance and employee benefits since 1992. He spends a few hours per week on this activity, focusing on group health, life, LTD, dental, and ER insurance.
Employment History
Current Registrations
Holland Financial Services, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.