Overview
- Headquarters
- Kennesaw, GA
- Total Firm Assets
- $3.8 billion
- Average High-Net-Worth Client Portfolio Size
- $4.0 million
- Stated Minimum Account Size
- $5,000
Fee Disclosure
Source: HENSSLER FINANCIAL FORM ADV PART 2 (2025-03-31)
· View brochure text
Latest filing: HENSSLER FINANCIAL FORM ADV PART 2 (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.25% |
| $1,000,001 | $2,000,000 | 1.00% |
| $2,000,001 | $3,000,000 | 0.90% |
| $3,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | and above | Negotiable |
Stated Minimum Annual Fee: $12,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $46,500 | 0.93% |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 77.55%
- Number of High-Net-Worth Clients
- 733
- Total Client Accounts
- 5,395
- Discretionary Accounts
- 4,575
- Non-Discretionary Accounts
- 820
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 104545
- HENSSLER FINANCIAL FORM ADV PART 2 (2026-03-31) · View brochure text
- HENSSLER FINANCIAL FORM ADV PART 2 (2025-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗