Paul Henderson
Heritage Road Advisors, Inc. · Seattle, Washington
Paul Henderson is a fee-only financial advisor at Heritage Road Advisors, Inc. in Seattle, Washington. Heritage Road Advisors, Inc. reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Heritage Road Advisors, Inc. |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $21.1M across 65 accounts |
| SEC registration | Investment adviser representative in WA · CRD 5170955 |
| Exams passed | Series 65 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Paul's firm compares
- Heritage Road Advisors, Inc.'s average account is about $324,000, from its Form ADV (assets managed divided by 65 accounts).
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Questions about Paul
Is Paul Henderson a fee-only financial advisor?
Yes. Paul Henderson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Paul's firm.
How does Paul charge for financial advice?
Paul's firm, Heritage Road Advisors, Inc., reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Paul Henderson based?
Paul Henderson is based in Seattle, Washington.
Is Paul Henderson registered with the SEC?
Yes. Paul Henderson is registered as an investment adviser representative in WA (CRD 5170955), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Heritage Road Advisors, Inc. manage?
Heritage Road Advisors, Inc. reports $21.1M across 65 accounts in assets under management.
How do I contact Paul Henderson?
Contact details aren't on file yet. Search for Heritage Road Advisors, Inc..
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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.
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