HERNDON WEALTH SERVICES INC

Overview

Herndon Wealth Services Inc. is organized as a corporation privately owned by an individual and positioned as a boutique advisory practice serving individuals and small businesses. The firm offers financial planning and portfolio management services and bills clients via a mix of percentage-of-AUM fees, hourly charges, and fixed-fee engagements. FINTRX flags the adviser as not active on ESG mandates, not a multistate adviser, and not a capital allocator or pension consultant; it is classified as an unclassified adviser in FINTRX’s taxonomy.

Assets & Accounts

Investments & Alternatives

Location & Offices