Advisor at Safe Harbor Retirement Planners
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.
Firm
Safe Harbor Retirement Planners
Location
Abingdon, MD
Credentials
Series 66
Industry experience
20 years
Henry Godfrey is a financial advisor at Safe Harbor Retirement Planners with 20 years of industry experience. He holds a Series 66 designation and has worked at Asset Management Services, Inc. since 2009 and Safe Harbor Financial Group LLC since 2000. In addition to his advisory role, he is also an insurance agent with Safe Harbor Financial Group. Safe Harbor Retirement Planners provides discretionary asset management, financial planning, and administrative services to individual and high-net-worth clients, as well as fiduciary advisory services to retirement plans. The firm emphasizes global diversification through low-cost ETFs and selected stocks, tailoring allocations to clients’ risk tolerance and retirement timeline, and offers fee-based insurance consulting along with educational seminars.
Based on Safe Harbor Retirement Planners
Based on Safe Harbor Retirement Planners
$0 - $199,999: 1.00% annually (0.25% quarterly) $0 - $500,000: 0.90% annually (0.1750% quarterly) $500,001 - $10,000,000: 0.50% annually (0.1250% quarterly) $10,000,001+: Negotiable
$250 per hour for financial planning services
Account minimum: $200,000 Fee-only: Financial planning hourly fee: $250 per hour; Financial plans priced per complexity with estimated plan fee provided; fees paid in installments
Abingdon, MD
Delaware · Florida · Maryland · New Jersey · Pennsylvania
Asset Management Services, Inc.
2009 - Present (17 years)
Safe Harbor Financial Group LLC
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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