Devon Henry
Advisor at Mariner
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Mariner
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Devon Henry is a CFP® professional with experience spanning over eight years in the financial services industry. He has held roles at Mariner Wealth, First Commonwealth Bank, Fifth Third Bank, J.P. Morgan Chase & Co., and The Ohio State University. He is currently based in Dublin, OH, working with Mariner Wealth. Mariner Wealth is a large wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $98.6 billion in assets, combining an internal investment team with third-party managers and offering a range of services including investment management, financial planning, retirement consulting, and family office administration.
Based on Mariner
Based on Mariner
Fixed fees charged for financial planning and consulting services and tax preparation services
$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.80% $10,000,000+: 0.60%
Certain advisory personnel licensed insurance agents receive separate commission-based compensation on insurance products
Hourly rates charged for financial planning and consulting services, tax compliance and consulting services
Account minimum: $100,000 Minimum fee: Non-refundable minimum quarterly fee of $1,875 Fee-only: Financial planning and consulting fees billed as fixed fees, hourly rates, or up to 0.25% annually; tax compliance and consulting fees billed as fixed fees, hourly rates, or up to 0.25% annually; variable fees depending on services
2074 Arlington Avenue
Columbus, OH 43221
Ohio
Mariner
2026 - Present (1 year)
First Commonwealth Bank
2024 - 2026 (2 years)
Fifth Third Bank
2017 - 2024 (7 years)
The Ohio State University
2016 - 2017 (1 year)
J.P. Morgan Chase & Co.
2016 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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