MH
CFP
MH
CFP

Michael James Henley

15 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
473 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$1.4B

Fee Structure

Financial Planning:Included in AUM fee
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Location

500 Old Forge Lane, Suite 501, Kennett Square, PA, 19348

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael works full-time as an advisor at Brandywine Oak Private Wealth and in a fixed annuity business. He also owns Brandywine Oak Private Tax Advisory, spending minimal time providing operational support and collaborating with tax professionals, and serves as a trust protector, dedicating a non-material amount of time.

Employment History
Current Registrations
Brandywine Oak Private Wealth LLC
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2018 - December 2024 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2010 - July 2018 · 8 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2010 - July 2018 · 8 yrs 2 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.
Michael James Henley - Financial Advisor | TrueAdvisor