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W. Henssler & Associates has custody of $173M in client assets for 145 clients.","leadership":[{"name":"William Lako","title":"Principal and President","crd":"2861508"},{"name":"Christopher Reeves","title":"Chief Compliance Officer","crd":"5360493"},{"name":"Patricia Henssler","title":"Treasurer","crd":"4295702"},{"name":"Jennifer Thomas","title":"Principal","crd":"1269714"},{"name":"Stacy Haubenschild","title":"Principal and Chief","crd":"6179807"}],"ownership":[{"label":"William Lako","detail":"Principal and president in the 50% to 75% ownership band and a control person, since December 1998."},{"label":"Jennifer Thomas","detail":"Principal in the 10% to 25% ownership band and a control person, since July 2000."},{"label":"Stacy Haubenschild","detail":"Principal and chief in the 10% to 25% ownership band and a control person, since November 2012."}],"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"2343 Vanderbilt Beach RD","city":"Naples"}]},{"state":"Georgia","offices":2,"addresses":[{"street":"3735 Cherokee Street","city":"Kennesaw","headquarters":true},{"street":"1155 MT Vernon Hwy Ne","city":"Dunwoody"}]}],"brochureServices":["education planning","estate planning","insurance","philanthropic planning","tax planning","tax preparation"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"770-429-9166","stateRegisteredReps":27,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for investment companies","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1000","assetMix":[{"label":"Exchange-traded equity securities","percent":61},{"label":"U.S. government/agency bonds","percent":9},{"label":"Securities issued by registered investment companies or business development companies","percent":3},{"label":"Cash and cash equivalents","percent":7},{"label":"Other","percent":20,"detail":"Other Includes Direct Investment in Real Estate and Private Companies."}],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/104545/PDF/104545.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038427","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does G. W. Henssler & Associates have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does G. W. Henssler & Associates offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does G. W. Henssler & Associates use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does G. W. Henssler & Associates have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does G. W. Henssler & Associates invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns G. W. Henssler & Associates?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does G. W. Henssler & Associates get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is G. W. Henssler & Associates registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact G. W. Henssler & Associates?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}