Steven Henderly
Nvest Wealth Strategies · Powell, Ohio
Steven Henderly is a fee-only financial advisor at Nvest Wealth Strategies in Powell, Ohio, who holds the CFA credential. Steven charges a percentage of assets.
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Facts
| Firm | Nvest Wealth Strategies |
|---|---|
| Based in | Powell, Ohio |
| Fee model | Percentage of assets |
| Assets under management | $236.7M across 640 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, OH, TX · CRD 6155910 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.nvestwealth.com |
| Profile |
How Steven's firm compares
- Nvest Wealth Strategies's average account is about $370,000, from its Form ADV (assets managed divided by 640 accounts).
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Questions about Steven
Is Steven Henderly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Nvest Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven charges a percentage of assets.
Where is Steven Henderly based?
Steven Henderly is based in Powell, Ohio.
What credentials does Steven Henderly hold?
Steven Henderly holds the CFA credential.
Is Steven Henderly registered with the SEC?
Yes. Steven Henderly is registered as an investment adviser representative in FL, OH and TX (CRD 6155910), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nvest Wealth Strategies manage?
Nvest Wealth Strategies reports $236.7M across 640 accounts in assets under management.
How do I contact Steven Henderly?
Through Steven's website, www.nvestwealth.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
- Nvest Wealth Strategies 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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