Bill Henley is a CFP-designated registered investment advisor at Henley Advisors, LLC, based in Lakeland, FL, with 13 years of industry experience. Bill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 69 clients with $6.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Henley Advisors charges a percentage of your portfolio annually for investment management. The exact percentage depends on the amount you invest.
For standard accounts:
- Up to $100,000: 1.30%
- $100,001 to $250,000: 1.20%
- $250,001 to $1,000,000: 1.15%
- $1,000,001 to $2,000,000: 1.00%
- $2,000,001 to $3,000,000: 0.80%
- $3,000,001 to $5,000,000: 0.65%
- Over $5,000,000: 0.45%
For Solo 401k accounts:
- Up to $100,000: 0.50%
- $100,001 to $500,000: 0.40%
- $500,001 to $2,000,000: 0.30%
- Over $2,000,000: 0.20%
For accounts managed through a third party manager (Orion):
- Up to $1,000,000: 1.00%
- $1,000,001 to $2,000,000: 0.85%
- $2,000,001 to $3,000,000: 0.60%
- Over $3,000,000: 0.50%
These fees may be negotiable, and combining accounts within the same household may result in a reduced fee. The fees are charged monthly, based on the average daily balance for the prior month.
Location
5300 S. Florida Avenue, Suite 4, Lakeland, FL, 33813
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
Bill is the Vice President of a healthcare practice owned by his spouse, spending about 10-20% of his time on bookkeeping. He also owns Henley Financial Group, LLC, dedicating about a third of his time and potentially earning commissions from the sale of non-variable life, health, disability, long term care insurance and annuities.
Employment History
Current Registrations
Henley Advisors, LLC
Previous Registrations
Gradient Advisors, 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.