Brett J Heniss
Advisor at Financial & Tax Architects, LLC — Chicago, IL
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
Series 65
Experience Industry experience
1 year
Location
Oak Brook, IL 60523
Financial & Tax Architects, LLC
Multi-team
Brett Heniss is a financial advisor at Financial & Tax Architects, LLC with a Series 65 credential and one year of industry experience. Prior to joining Financial & Tax Architects, he worked at Power Home Remodeling, Penny Mustard Furnishings, Northwestern Mutual, and Raymour & Flanagan. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using exchange-traded funds, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.
Based on Financial & Tax Architects, LLC
Based on Financial & Tax Architects, LLC
$1,995 one-time fee for Wealth.com services
$0 - $2,000,000: 1.95% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
Chicago, IL
1415 West 22nd Street, Regency Towers
Chicago IL 60523
Advisors at this office
3
Illinois
1 year of industry experience
Financial & Tax Architects
2025 - Present • 1 year
Oak Brook, IL
Power Home Remodeling
2024 - 2025 • 1 year
Chicago, IL
Penny Mustard Furnishings
2023 - 2024 • 1 year
Schaumburg, IL
Northwestern Mutual
2022 - 2023 • 1 year
Mount Laurel, NJ
Raymour & Flanagan
2018 - 2023 • 5 years
Woodbury, NJ
Not Applicable
2018 - 2018 • 1 year
West Depthford, NJ
Amazon
2017 - 2018 • 1 year
Swedesboro, NJ
The MFC Group
2017 - 2018 • 1 year
Mount Laurel, NJ
Montclair State University
2013 - 2017 • 4 years
Montclair, NJ
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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