# Mike Henzes

> Mike Henzes is a fee-only financial advisor at Open Wealth Network in Pottstown, Pennsylvania, who holds the CFP, EA and MBA credentials. Mike charges a flat fee or retainer and focuses on tax planning, estate & legacy planning and student loans.

Page: https://find.wellspent.co/advisors/mike-henzes/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Open Wealth Network
- **Based in:** Pottstown, Pennsylvania
- **Fee model:** Flat fee or retainer
- **Assets under management (firm):** $51.3M across 208 accounts
- **Credentials:** CFP, EA, MBA
- **Specialties:** Tax planning, Estate & legacy planning, Student loans, Retirement planning, Equity compensation
- **Works with:** Pre-retirees, High earners, Physicians
- **Firm size:** 1 employee
- **Website:** https://openwealthnetwork.com

## Frequently asked questions

### Is Mike Henzes a fee-only financial advisor?

Yes. Mike Henzes is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Mike charge for financial advice?

Mike charges a flat fee or retainer.

### Where is Mike Henzes based?

Mike Henzes is based in Pottstown, Pennsylvania.

### What does Mike specialize in?

Mike's specialties include tax planning, estate & legacy planning, student loans, retirement planning and equity compensation. Mike works with pre-retirees, high earners and physicians.

### What credentials does Mike Henzes hold?

Mike Henzes holds the CFP, EA and MBA credentials.

### How much does Open Wealth Network manage?

Open Wealth Network reports $51.3M across 208 accounts in assets under management.

### How do I contact Mike Henzes?

Through Mike's website, openwealthnetwork.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/mike-henzes-10420): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://openwealthnetwork.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.