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 registered investment adviser, operating as a corporation and owned by an individual. The firm has been SEC-registered since 1990 and serves both individual/family 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 also lists accounting among its business activities and provides fee arrangements that include a percentage of assets under management, hourly fees, and fixed fees. Henssler identifies itself as a capital allocator and does not classify itself as an active ESG investor. The firm has been recognized in industry rankings, including a FA Magazine citation in 2020 and multiple inclusions on CNBC’s Top 100 Financial Advisory Firms list in 2020, 2021, 2022 and 2025.