{
  "crd_number": 104545,
  "slug": "henssler-financial-kennesaw-ga-104545",
  "primary_business_name": "HENSSLER FINANCIAL",
  "legal_name": "G. W. HENSSLER & ASSOCIATES, LTD",
  "dbas": [],
  "city": "Kennesaw",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1990-08-24",
  "years_registered": 36,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 3814464861.0,
  "raum_discretionary": 3115786500.0,
  "raum_non_discretionary": 698678361.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 88,
  "advisory_employees": 36,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": 16742493.0,
      "count": 8
    },
    "individuals": {
      "raum": 263177113.0,
      "count": 876
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": 1036461.0,
      "count": 2,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": 16046166.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 517426969.0,
      "count": 107
    },
    "other_investment_advisers": {
      "raum": 798470.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 2958284937.0,
      "count": 733
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 40952252.0,
      "count": 18
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MI",
    "NC",
    "NH",
    "NY",
    "OH",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/HensslerFinancial",
    "https://henssler.com",
    "https://hensslermoneytalks.com",
    "https://instagram.com/hensslerfinancial",
    "https://linkedin.com/COMPANY/HENSSLER-FINANCIAL",
    "https://tiktok.com/hensslerfinancial",
    "https://twitter.com/HENSSLERGROUP",
    "https://twitter.com/HENSSLERU",
    "https://youtube.com/c/HensslerFinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104545",
  "city_as_filed": "KENNESAW",
  "url": "https://advisorcensus.com/firm/henssler-financial-kennesaw-ga-104545",
  "display_name": "Henssler Financial",
  "summary": "Henssler Financial is an SEC-registered investment advisory firm in Kennesaw, GA, registered since 1990, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Henssler Financial (CRD 104545): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Henssler Financial compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Henssler Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Henssler Financial located?",
      "a": "Henssler Financial's principal office is in Kennesaw, GA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Henssler Financial registered with the SEC or a state?",
      "a": "Henssler Financial is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 104545."
    },
    {
      "q": "How much does Henssler Financial manage?",
      "a": "Henssler Financial reports $3,814,464,861 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (82% discretionary)."
    },
    {
      "q": "How have Henssler Financial's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Henssler Financial: Regulatory assets under management: $2,337,773,972 in the October 2021 data and $3,814,464,861 in the October 2026 data, up 63%. Total employees: 69 in October 2021 and 88 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Henssler Financial serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (876); high net worth individuals (733); pension and profit sharing plans (but not the plan participants or government pension plans) (107)."
    },
    {
      "q": "Which custodians does Henssler Financial use?",
      "a": "Henssler Financial's 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."
    },
    {
      "q": "Does Henssler Financial report any disciplinary disclosures?",
      "a": "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/104545"
    },
    {
      "q": "What changed in Henssler Financial's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 40 to 36. Regulatory assets under management went from $3,403,216,968 to $3,814,464,861 (+12%). Changed its office addresses in Naples, FL. Registered or notice-filed in OR."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2337773972.0,
      "total_employees": 69,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2775776196.0,
      "total_employees": 81,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2639365428.0,
      "total_employees": 91,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3005733305.0,
      "total_employees": 90,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3403216968.0,
      "total_employees": 96,
      "filing_date": "2025-04-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3814464861.0,
      "total_employees": 88,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 40 to 36.",
        "Regulatory assets under management went from $3,403,216,968 to $3,814,464,861 (+12%).",
        "Changed its office addresses in Naples, FL.",
        "Registered or notice-filed in OR."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/henssler-financial-kennesaw-ga-104545.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 876,
      "fewer_than_5": false,
      "raum": 263177113.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 733,
      "fewer_than_5": false,
      "raum": 2958284937.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 16046166.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 107,
      "fewer_than_5": false,
      "raum": 517426969.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 8,
      "fewer_than_5": false,
      "raum": 16742493.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1036461.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": true,
      "raum": 798470.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 18,
      "fewer_than_5": false,
      "raum": 40952252.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104545",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}