Adam
Ledbetter

Henssler Financial

CRD#5211739
Investment Advisor
in Kennesaw, GA

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About this Advisor

Adam Ledbetter is a financial advisor based in Kennesaw, Georgia, working with Henssler Financial. Adam has previously held a position at The Henssler Financial Group. Adam has passed the Series 63 regulatory exam and is registered to provide services in Georgia. Currently, Adam is part of Henssler Financial, which operates out of Kennesaw, Georgia. The firm has 1 office and 90 employees. The firm manages assets totaling $3.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Henssler Financial includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

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

$3,005,733,305

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

90

GA Average: 58
Total Number of Accounts

4,917

GA Average: 1,608
Average Account Size

$611,294

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

2001 - Present (24 years)

The Henssler Financial Group

Created with Highcharts 6.0.7

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

Zachary Alexander
Atlanta, GA
Alyson Kountz
Kennesaw, GA
Thomas Daniel
Atlanta, GA
Travis Mckenzie
Kennesaw, GA
Patrick Kendrick
Kennesaw, GA
Giuliana Barbagelata
Kennesaw, GA
Clayton Norman
Kennesaw, GA
Adam Stadalius
Kennesaw, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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