# Harborpoint Wealth Partners

> Harborpoint Wealth Partners is an SEC-registered investment advisory firm in Virginia Beach, VA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 333013
- Filed as: HARBORPOINT WEALTH PARTNERS
- Legal name: Henderson Financial Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Virginia Beach, VA
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333013
- AdvisorCensus page: https://advisorcensus.com/firm/harborpoint-wealth-partners-virginia-beach-va-333013

## Quick answers

**How is Harborpoint Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Harborpoint Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**How much does Harborpoint Wealth Partners charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $350 an hour (project-based financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Harborpoint Wealth Partners located?**
Harborpoint Wealth Partners' principal office is in Virginia Beach, VA, according to its Form ADV.

**Is Harborpoint Wealth Partners registered with the SEC or a state?**
Harborpoint Wealth Partners is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333013.

**How much does Harborpoint Wealth Partners manage?**
Harborpoint Wealth Partners reports $136,405,284 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (91% discretionary).

**How have Harborpoint Wealth Partners' assets and staff changed since 2025?**
In the Form ADV data for Harborpoint Wealth Partners: Regulatory assets under management: $96,995,773 in the October 2025 data and $136,405,284 in the October 2026 data, up 41%. Total employees: 3 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Harborpoint Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (250); high net worth individuals (26); corporations or other businesses not listed above (3).

**Which custodians does Harborpoint Wealth Partners use?**
Harborpoint Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Harborpoint Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333013

**Does Harborpoint Wealth Partners state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "HFG does not have a required minimum account size or a minimum annual fee."

**What changed in Harborpoint Wealth Partners' recent Form ADV filings?**
In the December 2025 filing data: Regulatory assets under management went from $96,995,773 to $130,164,413 (+34%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> HFG does not have a required minimum account size or a minimum annual fee.

- Hourly rate: $350 an hour (project-based financial planning)

> HFG’s hourly rate is $350.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $136,405,284
- Discretionary: $123,587,137
- Non-discretionary: $12,818,147

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 250 | $56,384,345 |
| High net worth individuals | 26 | $49,759,910 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 1 | $17,442,882 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 3 | $12,818,147 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2024 (1 year)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- harborpointwealthpartners.com
- harborpointwp.com
- hendersonfg.com
- Facebook @HarborPointWealthPartners
- LinkedIn @harborpoint-wealth-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $96,995,773 | 3 | March 28, 2025 |
| October 2026 | $136,405,284 | 5 | September 16, 2026 |

Regulatory assets under management: $96,995,773 in the October 2025 data and $136,405,284 in the October 2026 data, up 41%.
Total employees: 3 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Regulatory assets under management went from $96,995,773 to $130,164,413 (+34%).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harborpoint Wealth Partners (CRD 333013): Form ADV filing data as of October 2026.