Abby Henry is a registered investment advisor at Edward Jones, based in Columbia, PA, with 7 years of industry experience. Abby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
430 Walnut St 203, Columbia, PA, 17512-1295
Get directionsHistory
Regulatory History (1)
Financial
July 2020Other Business Activities
Abby owns Refuse 2 Sink LLC, a credit repair business, and is in the process of changing its ownership. She also owns a direct sales network marketing business with Stream Energy, dedicating a few hours per week to helping people save money on electric and mobile phone bills, but is moving the business out of her name.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations22 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.