Michael John Henzes Jr
CFP®Professional Summary
Michael John Henzes JR, CFP® is a registered financial advisor currently at OPEN WEALTH NETWORK located in Pottstown, Pennsylvania. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michael has worked at 10 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Education Funding
- Business Services
- Financial Planning
- Tax Planning
- Risk Management & Insurance
- Social Security & Medicare Planning
- Investment Management
- Estate & Legacy Planning
- Retirement Planning
Specializations
Biography
Michael Henzes is a flat dollar fee-only financial planner who provides financial planning and investment management services to clients in the greater Philadelphia area and beyond. The following are some unique aspects of his business: Advice Only – There are no product sales so you never have to worry about being sold something you don’t want. Flat dollar fee – You won't pay more because your accounts are growing. No upfront fees – You get...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
M3L BUSINESS DEVELOPMENT LLC | OPEN WEALTH NETWORK
Contact Information
Main Address
Pottstown, PAPhone Number
(610) 702-4083# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
208AUM (Assets Under Management)
$51,342,698Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(1/2/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Michael John Henzes JR's CRS (Customer Relationship Summary).
Services Offered by Michael
- Education Funding
- Business Services
- Financial Planning
- Tax Planning
- Risk Management & Insurance
- Social Security & Medicare Planning
- Investment Management
- Estate & Legacy Planning
- Retirement Planning
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