# Carlos Henriques

> Carlos Henriques is a fee-only financial advisor at AdviceOne in Glastonbury, Connecticut, who holds the CFP credential. Carlos focuses on retirement planning. AdviceOne reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/carlos-henriques/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** AdviceOne
- **Based in:** Glastonbury, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.05B across 4,781 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Executives
- **CRD:** 4857054 (https://adviserinfo.sec.gov/individual/summary/4857054)
- **SEC registration:** Investment adviser representative in CT, TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 56 employees
- **Disclosures:** None reported
- **Website:** http://www.adviceoneretirement.com/

## Frequently asked questions

### Is Carlos Henriques a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carlos holds no broker registration, and AdviceOne reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carlos charge for financial advice?

Carlos's firm, AdviceOne, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Carlos Henriques based?

Carlos Henriques is based in Glastonbury, Connecticut.

### What does Carlos specialize in?

Carlos's specialties include retirement planning. Carlos works with executives.

### What credentials does Carlos Henriques hold?

Carlos Henriques holds the CFP credential.

### Is Carlos Henriques registered with the SEC?

Yes. Carlos Henriques is registered as an investment adviser representative in CT and TX (CRD 4857054), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does AdviceOne manage?

AdviceOne reports $2.05B across 4,781 accounts in assets under management.

### How do I contact Carlos Henriques?

Through Carlos's website, www.adviceoneretirement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4857054): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://adviceoneretirement.com/): specialties, clients served, and fees, checked October 30, 2026

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