Mark Henry
Virtue Wealth Counsel · Tyler, Texas
Mark Henry is a fee-only financial advisor at Virtue Wealth Counsel in Tyler, Texas. Mark focuses on retirement planning, estate & legacy planning and tax planning. Virtue Wealth Counsel reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Virtue Wealth Counsel |
|---|---|
| Based in | Tyler, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $30.8M across 145 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 3003511 |
| Exams passed | Series 63 (1998) · Series 65 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.virtuewealthcounsel.com |
How Mark's firm compares
- Virtue Wealth Counsel's average account is about $213,000, from its Form ADV (assets managed divided by 145 accounts).
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Questions about Mark
Is Mark Henry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Virtue Wealth Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Virtue Wealth Counsel, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Henry based?
Mark Henry is based in Tyler, Texas.
What does Mark specialize in?
Mark's specialties include retirement planning, estate & legacy planning, tax planning, small business owners, sustainable & impact investing and family wealth transfer. Mark works with retirees and pre-retirees.
Is Mark Henry registered with the SEC?
Yes. Mark Henry is registered as an investment adviser representative in AZ and TX (CRD 3003511), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Virtue Wealth Counsel manage?
Virtue Wealth Counsel reports $30.8M across 145 accounts in assets under management.
How do I contact Mark Henry?
Through Mark's website, www.virtuewealthcounsel.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
- Virtue Wealth Counsel 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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