Henry Preston
Veteran Wealth Planning · Ferrisburgh, Vermont
Henry Preston is a fee-only financial advisor at Veteran Wealth Planning in Ferrisburgh, Vermont, who holds the CFP credential. Henry charges a percentage of assets and an ongoing planning fee and focuses on tax planning, equity compensation and estate & legacy planning.
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Specialties
Who they serve
- High earners
Facts
| Firm | Veteran Wealth Planning |
|---|---|
| Based in | Ferrisburgh, Vermont |
| Fee model | Percentage of assets · Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $24.0M across 63 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VT · CRD 7854308 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.veteranwealthplanning.com |
| Profile |
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Questions about Henry
Is Henry Preston a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Henry holds no broker registration, and Veteran Wealth Planning 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 charges a percentage of assets and an ongoing planning fee.
Does Henry work with clients virtually?
Yes. Veteran Wealth Planning says on its website that it works with clients remotely.
Where is Henry Preston based?
Henry Preston is based in Ferrisburgh, Vermont.
What does Henry specialize in?
Henry's specialties include tax planning, equity compensation and estate & legacy planning. Henry works with high earners.
What credentials does Henry Preston hold?
Henry Preston holds the CFP credential.
Is Henry Preston registered with the SEC?
Yes. Henry Preston is registered as an investment adviser representative in VT (CRD 7854308), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Veteran Wealth Planning manage?
Veteran Wealth Planning reports $24.0M across 63 accounts in assets under management.
How do I contact Henry Preston?
Through Henry's website, www.veteranwealthplanning.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
- Veteran Wealth Planning 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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