HENSSLER FINANCIAL

RIASEC RegisteredEst. 1990

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, SEC-registered registered investment adviser that combines accounting and advisory services for individuals, families and institutions. The firm operates as a capital allocator, selecting third-party managers and directing client capital into both public markets and alternative strategies. Its advisory activities span financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. The firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. Henssler Financial maintains industry ties beyond asset management, including relationships with a law firm, an insurance company and a real estate broker, and it acts as sponsor or managing member of pooled investment vehicles. It does not identify as an active ESG investor and is not structured as a multi-state adviser. The firm has received industry recognition, including a FA Magazine mention (Top RIA Firms, 2020) and placement on CNBC’s Top 100 Financial Advisory Firms list in 2020, 2021, 2022 and 2025.