Henry Macfarland is a CFP-designated registered investment advisor at Edward Jones, based in Dallas, TX, with 18 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Henry works as an adjunct professor at Kaplan/College for Financial Planning since May 2023. He spends a few hours per week editing educational materials, leading seminars, responding to student inquiries, and developing content.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Edward Jones
Previous Registrations
Momentum Independent Network INC.Broker
Momentum Independent Network INC.
Hilltop Securities INC.Broker
Hilltop Securities INC.
Charles Schwab & CO., INC.
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Schwab Wealth Investment Advisory, INC.
Asset One LLC
Girard Securities, INC.
Girard Securities, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations51 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.