Henderson Financial Group LLC

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Client assets under management

$106,144,255

Clients

276

9% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$384,581

About

Henderson Financial Group serves individual and high‑net‑worth clients as well as small businesses and plan sponsors, providing wealth management, project‑based financial planning, stand‑alone investment management, retirement plan consulting, and educational seminars or speaking engagements. The firm also offers tax preparation and planning services and works with clients across a range of financial planning topics.

HFG develops personalized investment policies using fundamental analysis and principles of modern portfolio theory, employing a mix of active and passive management and typically managing accounts on a discretionary basis while allowing reasonable client‑imposed restrictions. The firm regularly engages third‑party managers and platforms (including Orion Portfolio Solutions and third‑party SMAs/TAMPs) and may manage held‑away accounts through an order management system (Pontera); it also uses variable annuities and other insurance products where appropriate.

Notable distinctions include that some supervised persons are licensed insurance agents and HFG discloses it may receive commissions on insurance sales while generally preferring non‑commission options, a potential conflict of interest to be considered by clients. The firm’s offering of educational seminars, the addition of tax preparation services, and its use of third‑party contractors and order‑management tools for held‑away accounts are features that differ from many peers and are described in its brochure.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Tax preparation

Expertise

Wealth management General tax planning Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

Fee options

Percentage

$0.00 - $499,999.99: 1.35% $500,000.00 - $999,999.99: 1.15% $1,000,000.00 - $1,999,999.99: 0.95% $2,000,000.00 - $2,999,999.99: 0.85% $3,000,000.00 - $4,999,999.99: 0.75% $5,000,000.00 - $999,999,999.99: 0.55%

Commissions

Commissions are received for some client-purchased insurance products recommended by HFG; commissions paid directly to HFG by the insurance company.

Project-based

$350 per hour for project-based financial planning and educational seminars.

Other

Fee-only: Project-based financial planning fees range from $0 to $50,000; hourly rate $350/hour; Tax preparation and planning fees range from $0 to $50,000; Educational seminars fees range from $0 to $50,000 per event.

Main office location

Henderson Financial Group LLC

One Columbus Center, Ste 540

Virginia Beach VA 23462, United States

Number of offices

Most active in

North Carolina · Texas · Virginia

Disclosures

Business activities & affiliations

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 757-314-4638

Advisors at this firm

Tyler L

Series 66

Virginia Beach, VA

Henderson Financial Group LLC

Tyler Leiphart is a financial advisor with Henderson Financial Group LLC in Virginia Beach, VA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at RKL Private Wealth and Northwestern Mutual Wealth Management Company. Henderson Financial Group serves individual and high-net-worth clients, small businesses, and retirement plans, offering wealth management, financial planning, investment management, retirement plan consulting, tax preparation, and educational seminars. The firm uses a combination of fundamental analysis and Modern Portfolio Theory with both active and passive management strategies.

Wealth management General tax planning Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

Stephanie D

Series 66

Virginia Beach, VA

Henderson Financial Group LLC

Stephanie Davis is a financial advisor at Henderson Financial Group LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Northwestern Mutual Investment Management, and Ameriprise Financial Services. In addition to her advisory role, she is a commissioned notary in the state of Virginia. Henderson Financial Group serves individual and high-net-worth clients, small businesses, and retirement plans, providing wealth management, financial planning, investment management, retirement plan consulting, tax preparation, and educational seminars. The firm employs a mix of active and passive management strategies, combining fundamental analysis and Modern Portfolio Theory, and may use third-party managers, insurance products, and held-away assets in client portfolios.

Wealth management General tax planning Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

Randolph H

CFP®, ChFC®, Series 63, Series 65

Virginia Beach, VA

Henderson Financial Group LLC

Randolph Henderson III is a CFP® and ChFC® with 19 years of experience in financial advising. He is currently with Henderson Financial Group LLC and previously worked at LPL Financial and Northwestern Mutual in various capacities. He serves as Board Treasurer for both the Don Carey REECH Foundation and the Virginia Uplift Foundation, Inc. Henderson Financial Group serves individual and high-net-worth clients, small businesses, and retirement plans, providing wealth management, financial planning, investment management, retirement plan consulting, tax preparation, and educational seminars. The firm uses a combination of fundamental analysis and Modern Portfolio Theory with both active and passive management, and incorporates insurance products and third-party managers into client plans.

Wealth management General tax planning Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

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