Investment adviser · CRD 104545

HENSSLER FINANCIAL

Investment adviser filing (IA)

G. W. HENSSLER & ASSOCIATES, LTD

KENNESAW, GA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $3.81B
Client accounts: 5,395
Employees: 88
Advisory professionals: 36

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	733	$2,958,284,937	77.6%
Retirement plans	107	$517,426,969	13.6%
Individuals	876	$263,177,113	6.9%
Corporations & businesses	18	$40,952,252	1.1%
Charities	8	$16,742,493	0.4%
Investment companies	1	$16,046,166	0.4%
Government entities	Fewer than 5	$1,036,461	0.0%
Other investment advisers	Fewer than 5	$798,470	0.0%

Filing source

Form ADV 2074558 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

3735 CHEROKEE STREET
KENNESAW, GA, 30144, United States

CRD 104545

Filing source

Form ADV 2074558 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.