# Herndon Wealth Services Inc

> Herndon Wealth Services Inc is a state-registered investment advisory firm in Vero Beach, FL, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 1, 2026.

- CRD: 313930
- Filed as: HERNDON WEALTH SERVICES INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Vero Beach, FL
- Filing period: October 2026
- Form ADV filing dated: June 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313930
- AdvisorCensus page: https://advisorcensus.com/firm/herndon-wealth-services-inc-vero-beach-fl-313930

## Quick answers

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

**Where is Herndon Wealth Services Inc located?**
Herndon Wealth Services Inc's principal office is in Vero Beach, FL, according to its Form ADV.

**Is Herndon Wealth Services Inc registered with the SEC or a state?**
Herndon Wealth Services Inc is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 313930.

**How much does Herndon Wealth Services Inc manage?**
Herndon Wealth Services Inc reports $0 in regulatory assets under management in its Form ADV filing dated June 1, 2026.

**Does Herndon Wealth Services Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/313930

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Herndon Wealth Services Inc (CRD 313930): Form ADV filing data as of October 2026.