A complete list of active advisors currently associated with Herndon Wealth Services Inc

Warmer can help you find a great advisor at Herndon Wealth Services Inc or one who fits your needs even better.

Herndon Wealth Services positions itself to serve individuals, high‑net‑worth individuals, and business entities by providing financial planning and consulting rather than discretionary asset management. The firm offers comprehensive plan creation, ongoing planning engagements, limited‑scope or hourly consultations, and educational seminars, and it does not manage client assets or sponsor wrap fee programs. The firm’s planning process is tailored to each client and typically covers business planning, cash flow and debt management, retirement and estate planning, tax‑efficiency considerations, and risk management; recommendations may include referrals to attorneys and the use of outside managers. Ongoing clients receive periodic reviews and updates (Herndon Wealth Services suggests at least annual updates), while limited‑scope matters can be handled on an hourly basis without an implementation requirement from the firm. Distinctive features noted in the brochure include an affiliated insurance and tax‑preparation business, with the firm’s principal devoting approximately 30% of their time to those activities and receiving external compensation from insurance product sales, a disclosed conflict of interest. The firm’s use of hourly engagements and its lack of percentage‑of‑AUM advisory fees or custody of client assets are uncommon among firms in its investment‑manager category and shape its advisory model toward planning and consulting.

To learn more about the advisors currently working at Herndon Wealth Services Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.