Advisor at Abacus Investment Advisors
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Firm
Abacus Investment Advisors
Location
Salt Lake City, UT 84108
Credentials
Series 63, Series 65
Industry experience
17 years
Thomas Henderson is a financial advisor at Abacus Investment Advisors in Salt Lake City, UT, with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has operated S R Henderson and Associates, Inc., an accounting and tax services firm, since 2008, where he assists with tax preparation and accounting. Abacus Investment Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, and corporate pension or profit-sharing plans. The firm offers retirement and financial planning, discretionary investment management through model portfolios, and pension consulting, utilizing a mix of third-party research, fundamental and technical analysis, and continuous portfolio monitoring.
$0 - $100,000: 2.00% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
$100/hour for financial planning and additional services beyond advisory.
Fee-only: Fee-only registered investment advisor; fees based on assets under management.
2022 South 2100 East, #103
Salt Lake City, UT 84108
Utah
S R Henderson and Associates, Inc.
2008 - Present (18 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
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.
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.
Series 63, Series 65
Salt Lake City, UT
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CFP®, Series 63, Series 65
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Series 66
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Safe Bay Retirement Advisors
CFP®, ChFC®, Series 63, Series 66
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Twin Peaks Wealth Management LLC
Series 63, Series 65
Cottonwood Heights, UT
Planned Security Advisors LLC
Series 65
Millcreek, UT
Affinity Financial, LLC
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