Frequently Asked Questions
Find answers to common questions about our services and financial planning approach.
Top Questions About SWE90
What is a fiduciary financial advisor?
When Brett Henderson provides investment advisory services as an Investment Adviser Representative, he owes a fiduciary duty to the client. When he provides brokerage services as a Registered Representative, Regulation Best Interest applies at the time of a recommendation to a retail customer. The applicable standard, services, fees, compensation, and conflicts depend on the capacity in which Brett is acting. See Form CRS and Form ADV Part 2.
How much money do I need to work with SWE90?
While we typically work with clients who have $500,000 or more in investable assets, we evaluate each situation individually. Business owners, executives with complex compensation, and high-income professionals in accumulation phase may qualify regardless of current assets.
What services does SWE90 provide?
- • Retirement planning and income strategies
- • 401(k) review and fee optimization
- • Wealth management and portfolio oversight
- • Business exit planning (CEPA certified)
- • Estate planning coordination
- • Tax-efficient investment strategies
Where is SWE90 located?
SWE90 is headquartered in Hermosa Beach, California. We serve clients throughout the South Bay, Los Angeles County, and across California. Virtual consultations are also available for clients in Texas.
How do I schedule a consultation?
You can schedule an initial consultation by calling (310) 491-7045, visiting our booking page, or emailing team@swe90ai.com. Initial consultations are offered at no upfront cost.
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