Vetted Advisor's Table

Robert Henderson, CFP®
Lansdowne Wealth Management, LLC

Tel: 860-245-5078
34 Water Street
Mystic, CT 06355
Lansdowne Wealth Management, LLC | Financial Advisor in Mystic ,CT

Smarter Planning. A Better Retirement.

About Robert Henderson

Robert Henderson, CFP® is the President and Advisor at LWM. Prior to founding the firm, Mr. Henderson was a financial advisor with a nationally recognized brokerage firm. His previous experience included numerous senior corporate financial positions, including Director of Finance and Accounting and Controller positions. Mr. Henderson holds a BS degree in Accounting from Bentley University, the CERTIFIED FINANCIAL PLANNER professional designation, earned the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning, and is a Certified Divorce Financial Analyst (CDFA).

About Lansdowne Wealth Management, LLC

Lansdowne Wealth Management, LLC ("LWM") is an fiduciary, fee-only CERTIFIED FINANCIAL PLANNER professional firm based in Mystic, CT. Our clients depend on us to provide personalized, thoughtful service and advice. As a fee-only Registered Investment Advisor, we present you with objective, independent guidance for achieving your goals. Successful individuals and families in southeastern Connecticut, Rhode Island and throughout the United States rely on us to guide the way so they can be confident in their futures.

Our goal is to provide our clients with the most complete Asset Management and Financial Planning services available. From the very beginning, our objective is to provide individual investors with the same level of sophisticated management as institutional investors. We are proud to say that the services our clients receive rival that of large institutions.

In addition to providing portfolio management services, we also provide our clients with the opportunity to access our comprehensive Fee-Only Financial Planning and Wealth Management services.

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General Information

Firm Start Year:   2010
No. of Employees:   2-4
Insurance License#:   CT #002266283
Name of Custodial Firm:   Fidelity
States Licensed in:   CT
Number of Years with Current Firm:   11
Work Experience:   15 years in financial planning industry as well as 12 years in senior corporate finance roles.
Work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Investment Advice & Management, Financial Advice & Consulting, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning, Portfolio Management, Wealth Management, 401K Rollovers, Retirement Planning


Investment Types:   Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Bonds
Can meet clients in the following ways:   Email, Phone, Our Office, Your Home, Video Conference, Your Office

Qualifications & Memberships

Financial Organization Memberships:   National Association of Estate Planners & Councils (NAEPC)

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets, Hourly, Flat Fee

Board Positions

Organization :   Estate and Tax Planning Council of Eastern CT, New London County
Position :   President
Duration :   May 2007-Present


Bachelor of Science  - Accounting   Bentley University  - Waltham, MA
September 1990-May 1994
CERTIFIED FINANCIAL PLANNER" professional  - Financial Planning   CFP Board

Financial Services

Financial Planning for Individuals

We are one of very few firms that provide true fee-only financial planning in southeastern CT.

Portfolio Management

We provide investment management services on a fee-only basis. Our fee is based on a % of assets that we manage.


How do you charge for your services?

Fee-only, either as a % of assets managed, or for planning-only, either a flat-fee or hourly.

How are you compensated? How will I pay for your services?

Fee-only, either as a % of assets managed, or for planning-only, either a flat-fee or hourly.

Do you offer any guaranteed results?

No, we cannot provide guarantees on financial results.

Have you ever been charged with any breaches?

No, I have a clean U4 and no disclosures.

What services do you offer?

Financial Planning, Portfolio Management, Divorce Planning



WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures



Registered Investment Advisor in the state of CT. CRD# 155422


Registered Investment Advisor:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

Have a clean record

Criminal Disclosures in Last 5 years:

Have a clean record

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

News & Events

Lansdowne Wealth Management in the News
When: 03/13/2015
Details:Lansdowne Wealth Management in the News ...more

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