# Carleton McHenry

> Carleton McHenry is a fee-only financial advisor at McHenry Capital, LLC in Houston, Texas, who holds the CFP credential. Carleton charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $5,000 a year and 1% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/carleton-mchenry/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** McHenry Capital, LLC
- **Based in:** Houston, Texas
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $5,000 a year; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $30.5M across 87 accounts
- **Credentials:** CFP
- **Works with:** Mid-life transitions
- **Firm size:** 1 employee
- **Website:** http://mchenrycapital.com

## Frequently asked questions

### Is Carleton McHenry a fee-only financial advisor?

Yes. Carleton McHenry is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Carleton charge for financial advice?

Carleton charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.

### How much does Carleton charge?

According to McHenry Capital, LLC's website, checked October 28, 2026: ongoing planning from $5,000 a year; 1% a year on the first tier of assets managed.

### Where is Carleton McHenry based?

Carleton McHenry is based in Houston, Texas.

### What credentials does Carleton McHenry hold?

Carleton McHenry holds the CFP credential.

### How much does McHenry Capital, LLC manage?

McHenry Capital, LLC reports $30.5M across 87 accounts in assets under management.

### How do I contact Carleton McHenry?

Through Carleton's website, mchenrycapital.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/883): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://mchenrycapital.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.