David Henderson
David Henderson is a CFP, ChFC-designated registered investment advisor at Western Wealth Management LLC, based in Golden, CO, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,964 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WWM offers Comprehensive Portfolio Management where the maximum annual fee is 3.0% of the assets managed. Alternatively, a flat fee, not to exceed 2.5% of assets under management or a negotiated flat rate may be applied in certain circumstances. Fees are negotiable. WWM also offers LPL Financial Sponsored Advisory Programs with maximum fees ranging from 1.4% to 3.0%.
Location
14143 Denver Pkwy.,, Ste 450, Golden, CO, 80401
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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
David sells fixed, indexed, and life insurance through David A Henderson & Associates and works as a financial advisor with Associates Group of Companies. He also works with clients to reduce debt through David A Henderson/Wealth Accelerator, and teaches educational classes, dedicating a few hours per week.
Employment History
Current Registrations
Western Wealth Management LLC
Previous Registrations
Jenkins Wealth
Client One Securities LLC
Client One Securities LLCBroker
Larimer Capital CorporationBroker
Larimer Capital Corporation
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Pacific Select Distributors, INC.Broker
Equity Services, INC.Broker
Jackson National Life Distributors, INC.Broker
Community Bankers Securities, LLCBroker
American Family Securities, LLCBroker
Allstate Financial Services, LLCBroker
Invest Financial CorporationBroker
Pruco Securities CorporationBroker
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.