William Henderly
Nvest Wealth Strategies · Powell, Ohio
William Henderly is a fee-only financial advisor at Nvest Wealth Strategies in Powell, Ohio, who holds the CFA credential. William 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 OH · CRD 4373195 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.nvestwealth.com |
How William'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 William
Is William Henderly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William charges a percentage of assets.
Where is William Henderly based?
William Henderly is based in Powell, Ohio.
What credentials does William Henderly hold?
William Henderly holds the CFA credential.
Is William Henderly registered with the SEC?
Yes. William Henderly is registered as an investment adviser representative in OH (CRD 4373195), 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 William Henderly?
Through William'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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