LH
LH

Larry Henderson

10 Years of Experience
Pueblo, CO
1 DisclosureSells Insurance

Larry Henderson is a registered investment advisor at Gradient Advisors, LLC, based in Pueblo, CO, with 10 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
185 advisors
Number of Clients
2,152 clients
Average Client Portfolio
$134K average
Assets Under Management
$289.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

311 W 24th Street, Pueblo, CO, 81003

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History

Regulatory History (1)
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Civil
October 2023
Pending
Other Business ActivitiesSells Insurance

Larry is the owner of Allied Wealth Advisors, an S-Corp, and operates under the DBAs Allied Wealth Financial Group and Allied Wealth Investment, LLC. Through Allied Wealth Financial Group, Larry works as an independent insurance agent, selling life, health, and fixed annuity products since 2010.

Employment History
Current Registrations
Gradient Advisors, LLC
September 2016 - Present · 10 yrs 1 mo
State Registrations1 state
CO
Advisor

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.

Exams
No exam information available for this advisor.
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