Gene Henssler is a registered investment advisor at Henssler Financial, based in Kennesaw, GA, with 28 years of industry experience. Gene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,746 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Rates shown reflect the Traditional Management and Wealth Management programs with individual stocks. Other programs like ETF/Mutual Fund management feature lower rates (starting at 0.75%), and automated management is charged at a flat 0.50%. Fees are negotiable for accounts over $5 million.
Fee Estimator
Location
3735 Cherokee Street, Kennesaw, GA, 30144
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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 Activities
Gene is the President, CIO, and CEO of Henssler Asset Management LLC, a registered investment adviser, and co-manager of the Henssler Equity Fund. He is also an officer and minority owner of Cherokee National Trust Co.
Employment History
Current Registrations
Henssler Financial
Previous Registrations
Alps Distributors, INC.Broker
Henssler Financial
Citco Mutual Fund Distributors, INC.Broker
Incap Securities, INC.Broker
State Registrations1 state
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
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