Miles Magyar
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®
Experience Industry experience
1 year
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 HighMiles Magyar is a CFP® professional with experience at Henssler Financial since 2024 and previously at Truist Bank from 2016 to 2024. He is based in Kennesaw, GA. Henssler Financial serves a diverse client base including individual, institutional, and municipal clients, offering services such as financial planning, portfolio management, and pension advice. The firm’s investment approach is centered on a cash-flow based “Ten Year Rule” and integrates proprietary quality screens, separate account managers, and automated asset management solutions.
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
1 year of industry experience
G.W. Henssler & Associates, Ltd.
2024 - Present • 2 years
Kennesaw, GA
Truist Bank
2016 - 2024 • 8 years
Atlanta, GA
Full Time Student
2014 - 2018 • 4 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
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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