Warner Henderson
Aequitas Investment Advisors · Hingham, Massachusetts
Warner Henderson is a fee-only financial advisor at Aequitas Investment Advisors in Hingham, Massachusetts, who holds the ChFC credential. Warner focuses on retirement planning. Aequitas Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Aequitas Investment Advisors |
|---|---|
| Based in | Hingham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Assets under management | $826.1M across 1,238 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in MA, NH · CRD 845645 |
| Exams passed | Series 63 (1992) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.aequitas-inv.com |
How Warner's firm compares
- Aequitas Investment Advisors's average account is about $667,000, from its Form ADV (assets managed divided by 1,238 accounts).
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Questions about Warner
Is Warner Henderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Warner holds no broker registration, and Aequitas Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Warner charge for financial advice?
Warner's firm, Aequitas Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Warner charge?
According to Aequitas Investment Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Warner Henderson based?
Warner Henderson is based in Hingham, Massachusetts.
What does Warner specialize in?
Warner's specialties include retirement planning.
What credentials does Warner Henderson hold?
Warner Henderson holds the ChFC credential.
Is Warner Henderson registered with the SEC?
Yes. Warner Henderson is registered as an investment adviser representative in MA and NH (CRD 845645), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aequitas Investment Advisors manage?
Aequitas Investment Advisors reports $826.1M across 1,238 accounts in assets under management.
How do I contact Warner Henderson?
Through Warner's website, www.aequitas-inv.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
- Aequitas Investment Advisors 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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