Mike Henzes
Open Wealth Network · Pottstown, Pennsylvania
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.
Request an introduction to Mike →
Specialties
Who they serve
- Pre-retirees
- High earners
- Physicians
Facts
| Firm | Open Wealth Network |
|---|---|
| Based in | Pottstown, Pennsylvania |
| Fee model | Flat fee or retainer |
| Assets under management | $51.3M across 208 accounts |
| Credentials | CFP · EA · MBA |
| Firm size | 1 employee |
| Website | openwealthnetwork.com |
| Profile |
How Mike'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 Mike
Tell Mike a little about what you're looking for. Mike 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 Mike
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Open Wealth Network website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.