How Does Henssler Financial Help Clients – Key Takeaways:
Henssler Financial, also known as G. W. Henssler & Associates, Ltd, is a leading financial advisory firm that offers comprehensive financial planning services to its clients. They have a team of experienced financial experts who provide personalized and unbiased advice to help clients achieve their financial goals. Here are the key takeaways of how Henssler Financial helps its clients:
- Provides personalized financial planning services tailored to the individual needs and goals of each client.
- Offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and more.
- Utilizes a team-based approach, with each client having a dedicated financial advisor and support team.
- Strives to educate and empower clients to make informed financial decisions that align with their long-term objectives.
Facts and Insights
Henssler Financial has been in the business of providing financial advice for over 30 years, and during that time, they have gained valuable insights and expertise in navigating the ever-changing financial landscape. Here are some key facts about Henssler Financial:
- Assets under management (AUM) as of 2020: $1.5 billion
- Number of advisors: 19
- Time in business: 33 years
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2020 | $1.5 billion | 19 |
| 2019 | $1.3 billion | 18 |
| 2018 | $1.2 billion | 17 |
Financial Services Offered
Henssler Financial offers a comprehensive range of financial services to help clients with various aspects of their financial lives. These include but are not limited to:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Education Planning
- Insurance Planning
- Employee Benefits Planning
- Charitable Giving Planning
Client Types
Henssler Financial serves a diverse client base, including individuals, families, small business owners, and corporate executives. They also work with clients at different stages of their financial journey, from young professionals just starting to build wealth to retirees looking to preserve and pass on their assets. No matter the client’s situation, Henssler Financial has the expertise to provide tailored solutions that meet their unique needs.
Fees & Compensation
Henssler Financial has a transparent fee structure, charging clients a percentage of their assets under management. This incentivizes the advisors to grow clients’ wealth and aligns their interests with the clients’ best interests. The firm may also charge hourly or fixed fees for certain financial planning services. They do not receive any commissions or third-party compensation, ensuring that their advice is unbiased and free from conflicts of interest.
Background
Henssler Financial, founded in 1987, is a family-owned and operated firm based in Atlanta, Georgia. It was started by Gene W. Henssler, Ph.D., a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and an Accredited Investment Fiduciary® (AIF®), who has over 40 years of experience in the financial industry. Today, Gene’s son, K.C. Smith, MBA, CFP®, AIF®, leads the firm as its President and Chief Investment Officer. Henssler Financial has received numerous industry accolades, including being named a Top 100 Independent Financial Advisor by Barron’s and a Top