AH
CFP
AH
CFP

Abbey Lee Henderson

24 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
515 advisors
Number of Clients
42,946 clients
Average Client Portfolio
$638K average
Assets Under Management
$27.4B

Fee Structure

Financial Planning:Included in AUM fee
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Location

9 Pond Lane #1F, Concord, MA, 01742

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Abbey owns Abbey Henderson LLC, a life coaching business, and dedicates minimal time to it. She also organizes for AFG Charitable Fund and is a committee member for Community Foundation for MetroWest, each requiring minimal time commitment.

Employment History
Current Registrations
Newedge Advisors
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Cwm, LLC
April 2019 - October 2024 · 5 yrs 6 mos
Abaris Financial Group, LLC
December 2001 - June 2019 · 17 yrs 6 mos
State Registrations3 states
MANHTX
Advisor
Exams
No exam information available for this advisor.