G. W. Henssler & Associates provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation. Financial planning was provided to 1,000 clients last fiscal year.
G. W. Henssler & Associates reports 1,746 clients. They include 876 individual clients, 733 high-net-worth individuals, and 107 pension and profit-sharing plans. Of its assets, 81.7% ($3.12B across 4,575 accounts) are managed with discretion; $699M across 820 accounts are not. It advised 21 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 7% |
| High-net-worth individuals | 42% | 78% |
| Investment companies | <1% | <1% |
| Pension and profit-sharing plans | 6% | 14% |
| Charitable organizations | <1% | <1% |
| Other client typesState or municipal government entities; Other investment advisers; Corporations and other businesses | 1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 876 | $263M | 6.9% | $300K |
| High-net-worth individuals | 733 | $2.96B | 77.6% | $4.04M |
| Investment companies | 1 | $16M | 0.4% | $16M |
| Pension and profit-sharing plans | 107 | $517M | 13.6% | $4.84M |
| Charitable organizations | 8 | $16.7M | 0.4% | $2.09M |
| State or municipal government entities | Fewer than 5 | $1.04M | 0.0% | $518K |
| Other investment advisers | Fewer than 5 | $798K | 0.0% | $798K |
| Corporations and other businesses | 18 | $41M | 1.1% | $2.28M |
| Total | 1,746 | $3.81B | 100% | — |
- Clients
- 876
- Regulatory AUM
- $263M
- AUM share
- 6.9%
- Avg. per client
- $300K
- Clients
- 733
- Regulatory AUM
- $2.96B
- AUM share
- 77.6%
- Avg. per client
- $4.04M
- Clients
- 1
- Regulatory AUM
- $16M
- AUM share
- 0.4%
- Avg. per client
- $16M
- Clients
- 107
- Regulatory AUM
- $517M
- AUM share
- 13.6%
- Avg. per client
- $4.84M
- Clients
- 8
- Regulatory AUM
- $16.7M
- AUM share
- 0.4%
- Avg. per client
- $2.09M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.04M
- AUM share
- 0.0%
- Avg. per client
- $518K
- Clients
- Fewer than 5
- Regulatory AUM
- $798K
- AUM share
- 0.0%
- Avg. per client
- $798K
- Clients
- 18
- Regulatory AUM
- $41M
- AUM share
- 1.1%
- Avg. per client
- $2.28M
Total
- Clients
- 1,746
- Regulatory AUM
- $3.81B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 21
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
G. W. Henssler & Associates is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 6 other services, listed under fee details.
Fee details and sources
Other fees
- Asset Management
- ETF or mutual fund portfolios cost 0.75% on the first $1 million, 0.65% to $3 million and 0.50% to $5 million; individual stocks cost 1.00%, 0.85% and 0.65%; minimum fees $3,000 and $5,000.
- Comprehensive Financial Planning
- One-time comprehensive financial plan with cash flow analysis costs $5,000.
- Financial Consulting Services
- Asset-based fee of 1%, 0.75% or 0.50% a year, or a flat yearly fee of $1,500 to $5,000 by net worth, billed quarterly in advance.
- Henssler Automated Investment Management
- Automated ETF portfolios at 0.5% a year, billed quarterly, with a $5,000 minimum investment; tax-loss harvesting is available from $50,000.
- Traditional Management
- Traditional management with individual stocks costs 1.25% on the first $1 million, 1.00% to $2 million, 0.90% to $3 million and 0.75% to $5 million; minimum fee $12,000.
- Wealth Management
- Wealth management with individual stocks costs 1.25% on the first $1 million, 1.00% to $2 million, 0.90% to $3 million and 0.75% to $5 million; minimum fee $25,000.
William Lako owns 50% to 75% of G. W. Henssler & Associates. The leadership team of G. W. Henssler & Associates includes President William Lako and Chief Compliance Officer Christopher Reeves. It has 88 employees, 36 of them in advisory roles.
Leadership
- William LakoPrincipal and President
- Christopher ReevesChief Compliance Officer
- Patricia HensslerTreasurer
- Jennifer ThomasPrincipal
- Stacy HaubenschildPrincipal and Chief
Investment adviser representatives
30 representatives listed in the SEC register as of 9 October 2026.
- Giuliana Barbagelata
- Donald James Barker
- Scott Aron Brown
- Sarah Grace Clifton
- Michael James Coelho
- Thomas Logan Daniel
- Isaac Grant Dixon
- Samantha Kate Greckel
- Michael Anthony Griffin
- Gene Willie Henssler
- Patrick Collins Kendrick
- Alyson Nicole Kountz
- Claudia Suzanne Lako
- William George Lako JR
- Adam Edgar Lamar Ledbetter
- Peter Alan Lynch
- Miles Magyar
- Travis Jarrett McKenzie
- Branson Francis Nelson
- Clayton Scott Norman
- Jacob Henry Pritchard
- Shari Lynn Santell
- Roman Shlyakhetko
- Karl Canty Smith
- Adam Stadalius
- Gregory Charles Sutton
- Jennifer Jones Thomas
- Justin Jacob Wagner
- Melanie Wells
- Ya Ting Yang
Staff
- 88 employees
- 36 in advisory functions
- 27 state-registered reps
- 1 insurance agent
- 5 soliciting firms
- Owns 50% to 75% of G. W. Henssler & Associates, LTD
William Lako
Control person · since December 1998
- Owns 10% to 25% of G. W. Henssler & Associates, LTD
Jennifer Thomas
Control person · since July 2000
- Owns 10% to 25% of G. W. Henssler & Associates, LTD
Stacy Haubenschild
Control person · since November 2012
G. W. Henssler & Associates’ regulatory assets grew 1.6× from $2.34B (March 2021) to $3.81B (March 2026); clients rose from 1,270 to 1,746 and employees from 69 to 88.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $3.81B | 1,746 | 88 | 3 |
| April 2025 | $3.4B | 1,639 | 96 | 3 |
| March 2024 | $3.01B | 1,548 | 90 | 2 |
| March 2023 | $2.64B | 1,443 | 91 | 2 |
| March 2022 | $2.78B | 1,326 | 81 | 2 |
| March 2021 | $2.34B | 1,270 | 69 | 2 |
Besides its headquarters, G. W. Henssler & Associates has 2 offices, with 3 listed addresses in Florida and Georgia.
Georgia · 2 listed addresses
- 3735 Cherokee Street, KennesawHQ
- 1155 MT Vernon Hwy Ne, Dunwoody
Florida · 1 listed address
- 2343 Vanderbilt Beach RD, Naples
Contact and registration details
- Legal name
- G. W. Henssler & Associates, LTD
- Headquarters
- 3735 Cherokee Street, Kennesaw, GA 30144
- Website
- henssler.com
- Phone
- 770-429-9166
- @henssler-financial
- SEC file
- 801-37240
- Founded
- 1987
- Structure
- Georgia corporation
- Fiscal year end
- December
G. W. Henssler & Associates uses Charles Schwab ($3.15B) as custodian for its separately managed accounts. G. W. Henssler & Associates has custody of $173M in client assets for 145 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $3.15B100%
At year end, G. W. Henssler & Associates’ separately managed accounts were mostly in stocks (61%).
What the accounts hold
- Stocks61%
- Funds3%
- Bonds9%
- Cash7%
- Other20%
- Other includes direct investment in real estate and private companies.20%
How many clients does G. W. Henssler & Associates have?
G. W. Henssler & Associates has 1,746 clients and manages $3.81 billion for them, as of March 2026. They include 876 individual clients, 733 high-net-worth individuals, and 107 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does G. W. Henssler & Associates offer?
G. W. Henssler & Associates provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does G. W. Henssler & Associates use?
G. W. Henssler & Associates’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $3.15B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does G. W. Henssler & Associates have?
G. W. Henssler & Associates has 27 investment adviser representatives registered with state securities authorities, out of 88 employees, and 36 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does G. W. Henssler & Associates invest in?
At the end of its last fiscal year, G. W. Henssler & Associates’ separately managed accounts held 61% exchange-traded equities, 20% other, 9% U.S. government and agency bonds, 7% cash and equivalents and 3% registered funds (mutual funds, ETFs, BDCs). The 20% other category is described as: Other Includes Direct Investment in Real Estate and Private Companies.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns G. W. Henssler & Associates?
G. W. Henssler & Associates’ direct owners are William Lako (50% to 75%), Jennifer Thomas (10% to 25%) and Stacy Haubenschild (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does G. W. Henssler & Associates get paid?
G. W. Henssler & Associates is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is G. W. Henssler & Associates registered with the SEC?
Yes, G. W. Henssler & Associates has been registered with the SEC as an investment adviser since 24 August 1990. Its CRD number is 104545 and its SEC file number is 801-37240.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact G. W. Henssler & Associates?
G. W. Henssler & Associates’ main office is at 3735 Cherokee Street, Kennesaw, GA 30144. Its phone number is 770-429-9166. Its website is henssler.com.