William Henley
Larsen Wealth Management · El Dorado Hills, California
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.
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Specialties
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 | $172.2M across 616 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6640767 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | larsenwealthmanagement.com |
How William's firm compares
- Larsen Wealth Management's average account is about $280,000, from its Form ADV (assets managed divided by 616 accounts).
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Questions about William
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.
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
- Larsen Wealth Management 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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