Henry Preston is a CFP-designated registered investment advisor at Veteran Wealth Planning, based in Ferrisburgh, VT, with 2 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 9 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable.
Fee Estimator
Location
Ferrisburgh, VT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Henry owns and operates several LLCs that own and manage investment real estate. His involvement is limited to overseeing operations and financial management, requiring minimal time.
Employment History
Current Registrations
Veteran Wealth Planning
State Registrations1 state
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.