Henssler Financial

RIASEC Registered
Total AUM
$3.8B
Discretionary
$3.1B
82% of AUM
Avg account
$707K
Accounts
5,395
Employees
88
Advisory reps
32

Firm details

Headquarters
Kennesaw, Georgia
CRD number
104545
Registered since
August 24, 1990
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 61%, Other 20%, US Government Bonds 9%, Cash & Cash Equivalents 7%, Public Funds/Mutual Funds 3%61%
  • Exchange Traded Equities61%
  • Other20%
  • US Government Bonds9%
  • Cash & Cash Equivalents7%
  • Public Funds/Mutual Funds3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 74

Active vs passive

$654M in ETFs

Passive

43%

$282M

Active

49%

$372M

ETFProviderStyleCategoryValueShares% of portfolio
FT VEST LADDERED DEEP BUFFER ETF (BUFD)ActiveOptions Trading$123M4,060,73018.86%

Location

Primary office

Kennesaw, GA

Cobb

Location

Kennesaw, GA

Headquartered in Kennesaw, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Cobb
Address
3735 Cherokee St Nw
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth