# William Henley

> William Henley is a fee-only financial advisor at Larsen Wealth Management in El Dorado Hills, California, who holds the CFP credential. William focuses on retirement planning, tax planning and estate & legacy planning. Larsen Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-henley/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Larsen Wealth Management
- **Based in:** El Dorado Hills, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $172.2M across 616 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 6640767 (https://adviserinfo.sec.gov/individual/summary/6640767)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://larsenwealthmanagement.com

## Frequently asked questions

### Is William Henley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Larsen Wealth Management 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's firm, Larsen Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is William Henley based?

William Henley is based in El Dorado Hills, California.

### What does William specialize in?

William's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does William Henley hold?

William Henley holds the CFP credential.

### Is William Henley registered with the SEC?

Yes. William Henley is registered as an investment adviser representative in CA (CRD 6640767), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Larsen Wealth Management manage?

Larsen Wealth Management reports $172.2M across 616 accounts in assets under management.

### How do I contact William Henley?

Through William's website, larsenwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6640767): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://larsenwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.