Daniel Henning is a CFP-designated registered investment advisor at Hc Advisors LLC, based in Sandy Springs, GA, with 23 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 206 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are subject to negotiation and based on a maximum of 0.375% per quarter (1.5% per annum). Alternatively, clients may pay a negotiated flat fee ranging from $100 to $25,000 per quarter.
Fee Estimator
Location
750 Hammond Drive, Building 1, Suite 200, Sandy Springs, GA, 30328
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2005Customer Dispute
January 2004Other Business Activities
Daniel is a senior partner at Henning Dowdy & Jones LLC, an accounting firm. The time Daniel spends on accounting activities varies.
Employment History
Current Registrations
Hc Advisors LLC
Previous Registrations
Pfm Capital Management LLC
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.
Exams
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