Paul Henley
Farris Capital Management · Carrollton, Texas
Paul Henley is a fee-only financial advisor at Farris Capital Management in Carrollton, Texas, who holds the CFA credential. Paul charges a percentage of assets (0.2% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and small business owners.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
- Early-career professionals
Facts
| Firm | Farris Capital Management |
|---|---|
| Based in | Carrollton, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.2% a year on the first tier of assets managed |
| Assets under management | $177.5M across 901 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 6056088 |
| Exams passed | Series 66 (2012) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.farriscap.com |
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Questions about Paul
Is Paul Henley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Farris Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul charges a percentage of assets.
How much does Paul charge?
According to Farris Capital Management's website, checked October 30, 2026: 0.2% a year on the first tier of assets managed.
Where is Paul Henley based?
Paul Henley is based in Carrollton, Texas.
What does Paul specialize in?
Paul's specialties include retirement planning, tax planning and small business owners. Paul works with retirees, pre-retirees, mid-life transitions and early-career professionals.
What credentials does Paul Henley hold?
Paul Henley holds the CFA credential.
Is Paul Henley registered with the SEC?
Yes. Paul Henley is registered as an investment adviser representative in TX (CRD 6056088), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Farris Capital Management manage?
Farris Capital Management reports $177.5M across 901 accounts in assets under management.
How do I contact Paul Henley?
Through Paul's website, www.farriscap.com.
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
- Farris Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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