OCTOBER 2021, KENNESAW, Ga.— Henssler Financial ranks at No. 64 on CNBC’s 2021 Financial Adviser 100 list, published on Oct. 6, 2021. The list celebrates the advisory firms that play a major role in helping clients grow and protect their wealth. The CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives.
“One of the most important concepts we communicate with clients is that they only need a growth rate that will allow them to achieve your financial goals,” said Gene Henssler, Ph.D., President and Director of Henssler Financial. “That optimal rate of return is driven by their customized financial plan. With a plan in place, it gives both the client and us an idea of what return is needed to achieve those goals. Quite often, it is a realistic rate of return.”
“In turn, clients instill their faith and trust in us, which keep us striving to serve them to the best of our ability,” he added.
“We see that clients appreciate communication from us,” said Chief Operating Officer Stacy Haubenschild. “We think that’s a very important theme—our clients are a lot more connected because of events of the last couple of years. We aim to keep them informed about how the economy will affect them.”
The CNBC FA 100 ranking takes into consideration factors beyond just assets under management. The ranking is based on a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions. The methodology consisted of first analyzing a variety of core data points from AccuPoint’s database of financial services firms. This analysis started with an initial list of 38,302 RIA firms. The list was eventually cut to 749 firms meeting CNBC’s proprietary criteria. The data collected from the RIAs was information culled from the firm’s filings with the Securities and Exchange Commission. An email survey was sent to all those firms that met the initial criteria to gather more details.
AccuPoint then applied weighted categories to further refine and rank the firms, ultimately creating the list of the top 100. Some of the primary data points used in the analysis include but were not limited to the number of years in the business, the ratio of investment advisers to the total number of employees, the percentage of discretionary assets under management, and total accounts under management.
The list can be viewed at: https://www.cnbc.com/2021/10/06/fa-100-cnbc-ranks-the-top-rated-financial-advisory-firms-of-2021.html
About Henssler Financial
With assets under advisement of more than $2.6 billion, as of September 30, 2021, Henssler Financial has been delivering comprehensive financial solutions to its individual, corporate, and institutional clients for more than 30 years. Founded in 1987 by Gene W. Henssler, Ph.D., Henssler Financial provides solutions that incorporate a range of services, including wealth management, financial planning, tax preparation and consulting, small-business retirement planning, and estate planning. The firm hosts Atlanta’s trusted resource for your money, your future, your life—“Money Talks”—airing Saturday mornings from 10-11 a.m. on AM 920 The Answer.
More information on Henssler Financial can be found on the firm’s website, www.henssler.com including important disclosures regarding Henssler Financial and its businesses.
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Media Contact: Kelly-Lynne Scalice · kscalice@henssler.com · 678-797-3781
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