AdFi
SB

SAN BLAS Advisory, Inc.

SEC Registered

If you want to understand how money works, create a plan to secure your financial future, and make money-moves that give you financial peace and clarity, you're in the right place.

Assets Under Management
$100M–$500M
Office Locations
1 office
Total Accounts
665

About the firm

The Henderson Financial Group offers complete financial strategies for success, with a team of experienced professionals taking a hands-on approach to financial guidance. Their goal is to help clients retire with enough income to enjoy the fruits of their labor, driving life-changing results through education and effective implementation.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthInvestment Companies

Areas of expertise

Financial PlanningRetirement PlanningWealth ManagementInsurance PlanningFinancial EducationFinancial Wellness

Services

Financial Planning, Retirement Planning, Wealth Management, Insurance Planning, Financial Education Courses (Coming Soon), and financial wellness resources including 'Transitions with Robert & Hyacinth' and 'The Understanding Money Show'.

Who they serve

Individuals seeking to understand money, secure their financial future, and retire with enough income to live a life of freedom.

Office locations

1 office in 1 state
GA
AtlantaHQ

Advisors at this firm

9 advisors in the directory

Regulatory & compliance

CRD number
#296929
SEC Number
801-136018
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee
Asset tierAnnual rate
Up to $1 Million2.00%
$1 Million up to $2 Million1.75%
$2 Million up to $5 Million1.50%
$5 Million up to $10 Million1.25%
$10 Million and up1.00%

Data as of August 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SAN BLAS Advisory, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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SAN BLAS Advisory in Atlanta, GA - Fees, Services & Advisors