Henry Hache
A.I. Financial · Simi Valley, California
Henry Hache is a fee-only financial advisor at A.I. Financial in Simi Valley, California. Henry focuses on tax planning and small business owners. A.I. Financial reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | A.I. Financial |
|---|---|
| Based in | Simi Valley, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $6M across 11 accounts |
| SEC registration | Investment adviser representative in CA · CRD 3132112 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.aifinancial.com |
| Profile |
How Henry's firm compares
- A.I. Financial's average account is about $545,000, from its Form ADV (assets managed divided by 11 accounts).
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Questions about Henry
Is Henry Hache a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Henry holds no broker registration, and A.I. Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Henry charge for financial advice?
Henry's firm, A.I. Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Henry Hache based?
Henry Hache is based in Simi Valley, California.
What does Henry specialize in?
Henry's specialties include tax planning and small business owners. Henry works with founders.
Is Henry Hache registered with the SEC?
Yes. Henry Hache is registered as an investment adviser representative in CA (CRD 3132112), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does A.I. Financial manage?
A.I. Financial reports $6M across 11 accounts in assets under management.
How do I contact Henry Hache?
Through Henry's website, www.aifinancial.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
- A.I. Financial 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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