Henssler Financial

RIASEC Registered

Total AUM

$3.8B

Discretionary

$3.1B

82% of AUM

Avg account

$707K

Accounts

5,395

Employees

Advisory reps

Firm details

Headquarters: Kennesaw, Georgia
CRD number: 104545
Registered since: August 24, 1990
Website: www.henssler.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.55%
Pension & Profit Sharing Plans13.56%
Individuals6.9%
Corporations / Businesses1.07%
Charitable Organizations0.44%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Henssler Financial is an independent registered investment adviser that has been SEC-registered since 1990. The firm operates as a corporation owned by an individual and serves both high-net-worth individuals and institutional clients. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. The firm bills through a mix of AUM fees, hourly charges and fixed fees, and it also lists accounting among its business activities. Henssler Financial has been recognized in industry rankings, appearing on FA Magazine’s Top RIA list in 2020 and on CNBC’s Top 100 Financial Advisory Firms lists for 2020, 2021, 2022 and 2025. The firm identifies as a capital allocator and reports relationships with other industry participants, including law firms, insurance companies and real-estate sponsors or general partners.