Robert Henderson, CFP®, financial advisor Mystic CT

Robert Henderson, CFP®

CRD Number: 5089860
Current Firm: Lansdowne Wealth Management, LLC
Compensation Model: Fee Only

Robert Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 15 years of experience in the finance industry.

Robert is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.


What makes Robert unique in his area, is that there are very few financial planners that provide actual planning work in the Mystic area. While some brokers and insurance salesmen may offer to provide "free" financial planning, it is typically done only with the express understanding that they will sell you a product.
 

Mr. Henderson has taken additional exams to become a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Divorce Financial Analyst (CDFA®). 

 

www.LWMwealth.com

 

Lansdowne Wealth Management, LLC

34 Water Street

Mystic, CT 06355

CONTACT
Advisory Practice Details
Services Offered:
  • Investment management
  • Charitable planning
  • Estate planning
  • Asset allocation (advice only, not execution)
  • Indexing / passive investing
  • Security selection (advice only, not execution)
  • Socially responsible investing
  • Career change
  • Divorce
  • Retirement planning
  • Sudden wealth
  • Concentrated / highly appreciated positions
  • Stock options / restricted stock
Customer Specialties:
  • Approaching retirement
  • Retirees
  • Widow(er)s
  • LBGT households
  • Women
Professional Designations and Affiliations
Company Name Location Dates Years
Lansdowne Wealth Management, LLC Mystic, CT Oct 2010 - Current 13
Degree School Major Graduation Date
Bachelor of Science Bentley University Accounting Jun 1994
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2006
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Robert Henderson, CFP®
By the Numbers
  • Total Assets Under Management
    181
    MILLIONS
  • Total Number of Accounts
    743
    ACCOUNTS
  • Average Account Value
    $242,953
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, TX

Firm Disclaimer:

www.LWMwealth.com

 

Lansdowne Wealth Management, LLC

34 Water Street

Mystic, CT 06355

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