Michael Henzes
Open Wealth Network · Pottstown, Pennsylvania
Michael Henzes is a fee-only financial advisor at Open Wealth Network in Pottstown, Pennsylvania, who holds the CFP credential. Open Wealth Network reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Michael →
Facts
| Firm | Open Wealth Network |
|---|---|
| Based in | Pottstown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $51.3M across 208 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 4032996 |
| Exams passed | Series 63 (2010) · Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | business.tricountyareachamber.com/list/member/open-wealth-network-pottstown-34511 |
How Michael's firm compares
- Open Wealth Network's average account is about $247,000, from its Form ADV (assets managed divided by 208 accounts).
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
Is Michael Henzes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Open Wealth Network reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Open Wealth Network, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Henzes based?
Michael Henzes is based in Pottstown, Pennsylvania.
What credentials does Michael Henzes hold?
Michael Henzes holds the CFP credential.
Is Michael Henzes registered with the SEC?
Yes. Michael Henzes is registered as an investment adviser representative in PA (CRD 4032996), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Open Wealth Network manage?
Open Wealth Network reports $51.3M across 208 accounts in assets under management.
How do I contact Michael Henzes?
Through Michael's website, business.tricountyareachamber.com/list/member/open-wealth-network-pottstown-34511.
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
- 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.
See something wrong? Request a correction. Read our methodology.