JH

Jason Ivan Henderson

14 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Plan Fee:$2,000 - $5,000
Hourly Rate:$150/hr

PL Wealth Advisors charges fixed and/or hourly fees for consulting services. Fixed fees generally range from $2,000 to $5,000, depending on the services. The hourly fee is $150. They may receive a portion of the management fee charged by third-party managers, ranging from 0.50% to 1.50% annually.

Areas of Practice
Insurance PlanningCharitable GivingEstate PlanningTax PlanningRetirement PlanningHigh Net Worth
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Advisor Information

Office location

River Heights, UT

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jason is a partner in JATH Properties, LLC, a rental property business, since 2002.

Employment History
Current Registrations
Pl Wealth Advisors, LLC
June 2021 - Present · 4 yrs 7 mos
Previous Registrations
Prosperity Economics Partners, LLC
February 2011 - February 2021 · 10 yrs
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.