Henderson Brothers Financial Partners LLC

RIASEC RegisteredEst. 2025

Total AUM

$407M

Discretionary

$407M

100% of AUM

Avg account

$273K

Accounts

1,492

Employees

Advisory reps

Firm details

Headquarters: Pittsburgh, Pennsylvania
CRD number: 333732
Registered since: January 10, 2025
Website: www.hbfp1893.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI63.49%
Individuals35.99%
Corporations / Businesses0.33%
Charitable Organizations0.14%
Pension & Profit Sharing Plans0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Henderson Brothers Financial Partners LLC is an independent registered investment adviser that functions as a capital allocator for individual and family clients. According to its disclosure, the firm is registered with the SEC in 2025 and combines fee models (percentage of AUM and fixed fees) with insurance brokerage services. Advisory capabilities listed on its Form ADV include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, adviser selection, periodic publications, and educational seminars. The firm indicates it integrates environmental, social, and governance (ESG) considerations into its process.