Michael McHenry
Mchenry Capital · Houston, Texas
Michael McHenry is a fee-only financial advisor at Mchenry Capital in Houston, Texas, who holds the CFP credential. Mchenry Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Mchenry Capital |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $30.5M across 87 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 3138765 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | returnonlifecoach.com |
How Michael's firm compares
- Mchenry Capital's average account is about $351,000, from its Form ADV (assets managed divided by 87 accounts).
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Questions about Michael
Is Michael McHenry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Mchenry Capital 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, Mchenry Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael McHenry based?
Michael McHenry is based in Houston, Texas.
What credentials does Michael McHenry hold?
Michael McHenry holds the CFP credential.
Is Michael McHenry registered with the SEC?
Yes. Michael McHenry is registered as an investment adviser representative in TX and WA (CRD 3138765), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mchenry Capital manage?
Mchenry Capital reports $30.5M across 87 accounts in assets under management.
How do I contact Michael McHenry?
Through Michael's website, returnonlifecoach.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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.
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