Steven Henningsen
The Wealth Conservancy · Boulder, Colorado
Steven Henningsen is a fee-only financial advisor at The Wealth Conservancy in Boulder, Colorado. The Wealth Conservancy reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | The Wealth Conservancy |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $260.0M across 220 accounts |
| SEC registration | Investment adviser representative in CA, CO, NH, TX · CRD 2416247 |
| Exams passed | Series 63 (1993) · Series 65 (1995) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.wayintowealth.com |
How Steven's firm compares
- The Wealth Conservancy's average account is about $1.2 million, from its Form ADV (assets managed divided by 220 accounts).
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Questions about Steven
Is Steven Henningsen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and The Wealth Conservancy 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's firm, The Wealth Conservancy, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Henningsen based?
Steven Henningsen is based in Boulder, Colorado.
Is Steven Henningsen registered with the SEC?
Yes. Steven Henningsen is registered as an investment adviser representative in CA, CO, NH and TX (CRD 2416247), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Wealth Conservancy manage?
The Wealth Conservancy reports $260.0M across 220 accounts in assets under management.
How do I contact Steven Henningsen?
Through Steven's website, www.wayintowealth.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
- 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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