MH
CFA
MH
CFA

Matthew Henderson

20 Years of Experience
Scottsdale, AZ

Matthew Henderson is a CFA-designated registered investment advisor at Sunflower Wealth Advisors LLC, based in Scottsdale, AZ, with 20 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $760M in assets under management.

Compensation
N/A
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$764.4M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

7047 E Greenway Parkway, Suite 150, Scottsdale, AZ, 85254

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Sunflower Wealth Advisors LLC
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Intrinsic Value Partners, LLC
March 2014 - December 2017 · 3 yrs 9 mos
Capital Investment Counsel INC
March 2006 - December 2013 · 7 yrs 9 mos
Pacwest Financial Management INC
March 2001 - January 2006 · 4 yrs 10 mos
State Registrations2 states
KSTX
Advisor

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.

Exams
No exam information available for this advisor.
Matthew Henderson - Financial Advisor | TrueAdvisor