Carleton McHenry
McHenry Capital, LLC · Houston, Texas
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).
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Who they serve
- Mid-life transitions
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 | $30.5M across 87 accounts |
| Credentials | CFP |
| Firm size | 1 employee |
| Website | mchenrycapital.com |
| Profile |
How Carleton's firm compares
- Ongoing planning starts at $5,000 a year, above the Texas median of $3,000 for fee-only firms that publish prices.
- McHenry Capital, LLC's average account is about $351,000, from its Form ADV (assets managed divided by 87 accounts).
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Questions about Carleton
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- McHenry Capital, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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