Advisor at Henley Advisors, LLC
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Firm
Henley Advisors, LLC
Location
Lakeland, FL 33813
Credentials
CFP®, Series 63
Industry experience
13 years
Bill Henley is a CFP® with 13 years of experience in financial advising. He is the principal of Henley Advisors, LLC, an independent advisory firm he founded in 2015. In addition to his advisory work, Henley is involved in a healthcare practice owned by his spouse, where he serves as Vice President and handles bookkeeping duties without compensation. Henley Advisors provides discretionary asset management and comprehensive financial planning services to individuals, high-net-worth clients, charitable organizations, corporate clients, and retirement plans. The firm customizes investment programs based on clients’ goals, time horizons, and risk tolerances, utilizing fundamental, technical, and cyclical analysis, and engages third-party managers and sub-advisors to implement strategies.
Based on Henley Advisors, LLC
Based on Henley Advisors, LLC
$0 - $100,000: 1.30% $100,001 - $250,000: 1.20% $250,001 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.45%
5300 S. Florida Avenue, Suite 4
Lakeland, FL 33813
Florida · Louisiana
Henley Advisors, LLC
2015 - Present (11 years)
Henley Financial Group, LLC
2012 - Present (14 years)
Psychological & Neurobehavioral Services, PA
2000 - Present (26 years)
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Is active or affiliated with:
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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