Michael James Henley
CFP®, CPWA®Professional Summary
Michael James Henley, CFP®, CPWA®, who also goes by Michael J Henley, Michael Henley, is a registered financial advisor currently at BRANDYWINE OAK PRIVATE WEALTH LLC located in Kennett Square, Pennsylvania. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michael has worked at 3 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate & Legacy Planning
- Financial Planning
- Risk Management & Insurance
- Investment Management
- Retirement Planning
Biography
As the Founder and CEO of Brandywine Oak Private Wealth, Michael brings more than a decade of experience in providing financial advice and guidance to highly successful wealthy families. He works closely with affluent individuals and families, helping them streamline the complexities of significant wealth. He holds the Certified Financial Planner® certification, the Certified Private Wealth Advisor® (CPWA®) designation, the Chartered Retirement Planning Counselor (CRPC®) designation, and the Retirement Management Advisor® (RMA®) designation. Brandywine Oak...
Other Aliases
Michael J Henley, Michael Henley
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
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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
16 years in the financial services industry
Current & Past Employments
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Current Firm
BRANDYWINE OAK PRIVATE WEALTH LLC | WYETH PRIVATE WEALTH, LLC | HEAT ADVISORS, LLC
Contact Information
Main Address
500 Old Forge Lane Suite 501, Kennett Square, PA 19348Phone Number
(484) 785-0050# of Employees
15SEC notice filing (20 States and Territories)
Registered to provide investment advisory services in 20 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,836AUM (Assets Under Management)
$1,571,774,383Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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Primary Firm SEC Registration
BRANDYWINE OAK PRIVATE WEALTH LLC | WYETH PRIVATE WEALTH, LLC | HEAT ADVISORS, LLC
State Registrations and Notice Filings
(7/27/2018)
(7/27/2018)
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 James Henley's CRS (Customer Relationship Summary).
Services Offered by Michael
- Estate & Legacy Planning
- Financial Planning
- Risk Management & Insurance
- Investment Management
- Retirement Planning
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