PlannerFees

Henderson Asset Management, LLC fees and pricing

Financial planner in Bend, Oregon. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 27, 2026, Henderson Asset Management, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Fees for financial planning services will be charged on an hourly basis, at $250.00 per hour.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Henderson Asset Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Investment management fees are assessed in arrears after the beginning of each calendar quarter based upon the market value of the Client’s account at the end of the previous quarter.”
  • “New accounts are charged a prorated management fee for the remainder of the quarter in which the account is set up, after trading begins.”
  • “Adviser will send the client a written invoice, including the fee, the formula used to calculate the fee, the fee calculation itself, the period covered by the fee, and, if applicable, the amount of assets under management on which the fee was based.”

How Henderson Asset Management, LLC’s fees compare

  • Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
  • 3 of the 16 other planners in Bend that publish an hourly rate charge less.

About Henderson Asset Management, LLC

“Clients are charged either an hourly fee for financial planning services, or an annual fee debited quarterly, in arrears, based on a percentage of assets managed for advisory accounts. 5 Financial Planning Services: Henderson Asset Management, LLC provides advice in the form of a Financial Plan.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
21
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$7,333,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
150876
Website
hendersonassetmanagementllc.com (opens in new tab)
Phone
(360) 608-8650

Can advise clients in 3 states: California, Hawaii, Oregon

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.