The Henderson Group

The Henderson Group (CRD# 115840) is a financial advisory firm headquartered in Staunton, VA. They manage $47,739,023 in 253 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    253
    ACCOUNTS
  • Average Account Value
    $188,692
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

VA

Financial Advisors at The Henderson Group
Showing 1 - 3 of 3 top financial advisors.
1
Jennifer H. Spencer
CRD#: 2807882
1600 N Coalter Street, Suite 301, Staunton, VA 24401
96
Wealthminder
score

Jennifer Spencer (CRD# 2807882) is an Investment Advisor Representative working at The Henderson Group in Staunton, VA and has over 17 years of experience in the finance industry. Jennifer Spencer 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.

2
David K. Henderson
CRD#: 1010744
1600 N Coalter Street, Suite 301, Staunton, VA 24401
90
Wealthminder
score

David Henderson (CRD# 1010744) is an Investment Advisor Representative working at The Henderson Group in Staunton, VA and has 1 year of experience in the finance industry. David Henderson 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.

3
Philip L. Swann
CRD#: 6638743
1600 N Coalter Street, Suite 301, Staunton, VA 24401
88
Wealthminder
score

Philip Swann (CRD# 6638743) is an Investment Advisor Representative working at The Henderson Group in Staunton, VA and has 1 year of experience in the finance industry.

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