Firm
McHenry Capital, LLC
Houston, Texas
Fee-only
McHenry Capital, LLC at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 18 individual clients, 9 of them high net worth.
- Its average account is about $351,000 (assets it manages divided by its 87 accounts).
- Its ongoing planning fee starts at $5,000 a year, above the Texas median of $3,000.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Houston, Texas |
|---|---|
| Website | mchenrycapital.com |
| [email protected] | |
| Phone | (888) 968-9815 |
McHenry Capital, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"Per Quarter $1,250" source
"$500,000 - $1,000,000 0.25% Qtr" source
"$4,000,001 - up 0.15% Qtr" source
"$500,000 - $1,000,000 0.25% Qtr" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $31 million |
| Individual clients | 9 |
| High-net-worth clients | 9 |
| Accounts managed | 87 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-64745) |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 136594 |