Henry Lessner
Henry Lessner is a CFP-designated registered investment advisor at Meridian Wealth Management, LLC, based in Allen, TX, with 20 years of industry experience. Henry 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 3,961 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meridian Wealth Management charges an annual fee based on a percentage of the value of your investments. The fee ranges from 0.0% to 2.0%. The exact fee is negotiable and depends on the complexity of the account, the level of service, and other factors. Fees are calculated and billed either monthly or quarterly, either in advance or in arrears. Meridian may waive or offset fees related to cash balance accounts.
Location
700 Central Expressway South Suite 210, Allen, TX, 75013
Get directionsHistory
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 mayor of Fairview, TX, and a founder and board member of Allen Philharmonic Symphony, Inc. He is also a passive investor in Twinrose Investments LLC and an insurance producer for Meridian Insurance LLC, focusing on life insurance and annuity sales, dedicating minimal time to this.
Employment History
Current Registrations
Meridian Wealth Management, LLC
Previous Registrations
Southport Capital
Wealth Management Group, LLC
Silver Oak Securities, IncorporatedBroker
United Securities Alliance, INC.Broker
Fortune Financial Services, LLC
Walnut Street 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.