Henssler Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000

“One-Time Fee $5,000 Asset Management Our Asset Management Program has been designed to be flexible enough to cater to each individual’s financial situation.”

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

How Henssler Financial bills

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

• “Henssler generally bills its fees on a monthly or quarterly basis in advance.”
• “Clients occasionally request to pay their fee by credit card.”
• “Any earned, unpaid fees will be due and payable.”

How Henssler Financial’s fees compare

• Its flat or project fee of $5,000 matches the Georgia median of $5,000. 48% of the 152 other Georgia planners that publish a flat or project fee charge less.
• None of the 2 other planners in Kennesaw that publish a flat or project fee charge less.

About Henssler Financial

• Firm size: 88 employees.
• Credentials named in the brochure: CFP®, CPA, and CFA.
• Registered as an adviser: 1990 (36 years).

Planning areas mentioned in the brochure

• Divorce
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

1,609

Employees

88

Works with

Individuals, high net worth individuals, investment companies, pension and profit sharing plans, charities, state and local governments, other investment advisers, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$3,814,464,861

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

104545

Website

twitter.com/henssleru (opens in new tab)

Phone

(770) 429-9166

Can advise clients in 23 states: Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Michigan, North Carolina, New Hampshire, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin

Other planners in Kennesaw that publish fees

• Brightedge Wealth ManagementKennesaw$125/hr
• Paraklete Financial, Inc.Kennesaw$3,000⁠-⁠$200,000, $3,000⁠-⁠$150,000/yr
• Parrish Capital, LLCKennesaw$75⁠-⁠$450/hr, $2,500⁠-⁠$20,000
• Unity Financial Planning Group LLCKennesaw$50/mo

Compare all 7 planners in Kennesaw