Paul Henley
Paul Henley is a CFA-designated registered investment advisor at Farris Capital Management INC., based in Carrollton, TX, with 13 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 395 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farris Capital Management offers investment management services through Betterment Securities, Zoe Wealth Platform, Fidelity Institutional Wealth Services, and Charles Schwab. The annual fee is based on the amount of your portfolio and is negotiable.
For Betterment and Zoe Wealth platforms, the fees are:
- $0 - $100,000: 1.50%
- $100,001 - $250,000: 1.35%
- $250,001 - $500,000: 1.25%
- $500,001 - $1,000,000: 1.15%
- $1,000,000 and above: Negotiable
For Fidelity and Schwab platforms, the fees are:
- $0 - $100,000: 1.50%
- $100,001 - $250,000: 1.35%
- $250,001 - $500,000: 1.20%
- $500,001 - $1,000,000: 1.00%
- $1,000,000 and above: Negotiable
Location
4425 Plano Pkwy, Ste. 1701, Carrollton, TX, 75010
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul has been an insurance agent since 2016, offering insurance products and services to clients. This investment-related activity takes about 10-20% of his time.
Employment History
Current Registrations
Farris Capital Management INC.
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Salient Capital Advisors, LLC
Salient Capital L.P.Broker
Hines Securities, INC.Broker
Salient Capital Advisors, LLC
Salient Capital L.P.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.