Adam
Ledbetter

Henssler Financial

CRD#5211739
Investment Advisor
in Kennesaw, GA

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About this Advisor

Adam Ledbetter is a certified financial planner working out of Kennesaw, Georgia with 10 years of industry experience. Ledbetter is an employee of Henssler Financial. They have worked at Henssler Financial for their entire career. Ledbetter maintains a Series 63 license, certifying them as a securities representative, and can operate in Georgia. Henssler Financial is a financial advisory firm operating out of Kennesaw, GA. The investment advisory business has a total of 91 advisors. It has $3 billion in assets under management among its 1,443 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves four charitable organizations. Of its 1,443 accounts, 41% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Henssler Financial offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules typically are based on which services are offered. Fees charged by Henssler Financial likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3735 Cherokee Street
Kennesaw, GA 30144

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Henssler Financial Brokerage Details

Total Assets Under Management

$2,639,365,428

GA Average: $3,570,121,308
Total Number of Employees

91

GA Average: 58
Total Number of Accounts

1,443

GA Average: 1,608
Average Account Size

$1,829,082

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Adam Ledbetter Work History

Adam has been registered as a financial advisor for 10 years.*

2001 - Present (23 years)

The Henssler Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Ledbetter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Henssler Financial

Thomas Daniel
Atlanta, GA
Adam Stadalius
Kennesaw, GA
Justin Wagner
Kennesaw, GA
Clayton Norman
Kennesaw, GA
Giuliana Barbagelata
Kennesaw, GA
Zachary Alexander
Atlanta, GA
Shawna Theriault
Kennesaw, GA
Travis Mckenzie
Kennesaw, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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