William Henley is a CFP-designated registered investment advisor at Larsen Wealth Management, based in El Dorado Hills, CA, with 4 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 124 clients with $170M 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 $300K | 2.00% |
| $300K - $350K | 1.75% |
| $350K - $400K | 1.50% |
| $400K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5.0M - $6.0M | 0.95% |
| $6.0M - $7.0M | 0.90% |
| $7.0M - $8.0M | 0.85% |
| $8.0M - $9.0M | 0.80% |
| $9.0M - $10.0M | 0.75% |
| $10M+ | 0.70% |
Lesser amounts than $250,000 may be considered under certain circumstances and fees to be determined on a case-by-case basis.
Fee Estimator
Location
5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA, 95762
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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.
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William is the treasurer for Christadelphian Bible Mission of Americas, a religious-based charitable organization, since 2025. He dedicates minimal time outside of trading hours to accounting, organizing funds, and reporting.
Employment History
Current Registrations
Larsen Wealth Management
Previous Registrations
Cambridge Investment Research Advisors, INC.
State Registrations1 state
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