Anthony Henderson is a registered investment advisor at Mariner Wealth, based in Jenks, OK, with 18 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
Jenks, OK
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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 Activities
Anthony is the owner of MyWealthCPA, a wealth management business. He dedicates full-time hours to this activity, with a significant portion focused on securities trading.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Level Four Advisory Services
LPL Financial LLCBroker
Investment Advisors
Proequities, INC.Broker
Crews & Associates, INC.
Crews & Associates, INC.Broker
State Registrations1 state
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