Financial Guidance Investment Advisers, Inc.

Financial Guidance Investment Advisers, Inc. (CRD# 120856) is a financial advisory firm headquartered in Olmsted Falls, OH. They manage $16,828,625 in 174 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $96,716
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Financial Guidance Investment Advisers, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William R. Henzey
CRD#: 1952966
8162 Columbia Road, Olmsted Falls, OH 44138
41
Wealthminder
score

William Henzey (CRD# 1952966) is an Investment Advisor Representative working at Financial Guidance Investment Advisers, Inc. in Olmsted Falls, OH and has over 26 years of experience in the finance industry. William Henzey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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