Carlos Henriques
AdviceOne · Glastonbury, Connecticut
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.
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Specialties
Who they serve
- Executives
Facts
| Firm | AdviceOne |
|---|---|
| Based in | Glastonbury, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.05B across 4,781 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, TX · CRD 4857054 |
| Exams passed | Series 66 (2007) |
| Firm size | 56 employees |
| Disclosures | None reported |
| Website | www.adviceoneretirement.com |
How Carlos's firm compares
- AdviceOne's average account is about $428,000, from its Form ADV (assets managed divided by 4,781 accounts).
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Questions about Carlos
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- AdviceOne website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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