Adam Edgar Lamar Ledbetter
Advisor at Henssler Financial — Kennesaw, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
19 years
Location
Kennesaw, GA 30144
Henssler Financial
Multi-team
Clients per advisor
54 TypicalAvg AUM per client
$2,002,152 Very HighHNW client ratio
46% Very HighAdam Ledbetter is a CFP® professional with 19 years of industry experience, currently serving at Henssler Financial since 2001. He holds a Series 63 license and is based in Kennesaw, GA. Outside his advisory role, he is an independent distributor for Herbalife Ltd., focusing on weight management and nutritional products. Henssler Financial is a multi-team registered investment adviser serving individuals, high-net-worth households, other advisers, pension plans, and institutional clients. The firm employs a cash-flow driven investment approach known as the “Ten Year Rule,” combining fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative methods, and offers customizable model portfolios along with automated rebalancing and tax-loss harvesting.
Based on Henssler Financial
Based on Henssler Financial
Flat fees for financial planning and advice ranging from $1,500 to $5,000 annually
$0 - $250,000: 1.00% (individual equities, $250,000 minimum for individual equities) $0 - $250,000: 0.75% (mutual funds or ETFs, no minimum) $0 - $250,000: 0.50% (Schwab Intelligent Portfolios, $5,000 minimum) $0 - $1 Million: 0.75% (asset management with ETFs or mutual funds) $1 Million - $3 Million: 0.65% (asset management with ETFs or mutual funds) $3 Million - $5 Million: 0.50% (asset management with ETFs or mutual funds) $5 Million - Negotiable: Negotiable (asset management with ETFs or mutual funds) $0 - $1 Million: 1.00% (asset management with individual stocks) $1 Million - $3 Million: 0.85% (asset management with individual stocks) $3 Million - $5 Million: 0.65% (asset management with individual stocks) $5 Million - Negotiable: Negotiable (asset management with individual stocks) $0 - $1 Million: 1.25% (Traditional Management with individual stocks) $1 Million - $2 Million: 1.00% (Traditional Management with individual stocks) $2 Million - $3 Million: 0.90% (Traditional Management with individual stocks) $3 Million - $5 Million: 0.75% (Traditional Management with individual stocks) $5 Million - Negotiable: Negotiable (Traditional Management with individual stocks) $0 - $1 Million: 1.25% (Wealth Management with individual stocks) $1 Million - $2 Million: 1.00% (Wealth Management with individual stocks) $2 Million - $3 Million: 0.90% (Wealth Management with individual stocks) $3 Million - $5 Million: 0.75% (Wealth Management with individual stocks) $5 Million - Negotiable: Negotiable (Wealth Management with individual stocks)
Performance-based fees may be charged by affiliates in certain cases with qualified clients; subject to negotiation
Account minimum: $5,000 Minimum fee: $1,500 to $25,000 depending on planning service level or program Fee-only: Flat fees for financial planning and advice: $1,500, $2,500, or $5,000 annually, billed quarterly in advance
Kennesaw, GA
3735 Cherokee Street
Kennesaw GA 30144
Advisors at this office
28
Georgia
19 years of industry experience
Henssler Financial
2001 - Present • 25 years
Kennesaw, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
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