Henssler Financial is a registered investment advisor offering a wide range of financial services including investment management, comprehensive financial planning, retirement planning, insurance analysis, and tax preparation. Founded in 1987, the firm emphasizes a personalized approach based on its "Ten Year Rule" philosophy, which matches fixed-income investments to near-term liquidity needs and growth investments to long-term goals. Henssler Financial serves individuals, high-net-worth clients, business owners, and corporate retirement plans, managing billions in assets. The firm provides both discretionary portfolio management and non-discretionary advice, along with automated investment options.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Rates shown reflect the Traditional Management and Wealth Management programs with individual stocks. Other programs like ETF/Mutual Fund management feature lower rates (starting at 0.75%), and automated management is charged at a flat 0.50%. Fees are negotiable for accounts over $5 million.