Robert Heaton is a registered investment advisor at Cedar Valley Wealth Advisors, based in Cedar Falls, IA, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 97 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.00% |
| $600K+ | 0.50% |
Fees are billed quarterly in arrears. There is a minimum quarterly fee of $1,500. Total annual fees will not exceed 3.00% of assets under management.
Fee Estimator
Location
411 Viking Road, Suite A, Cedar Falls, IA, 50613
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Robert is a managing member of Cedar Valley Tax & Accounting, LLC since 2014, dedicating about 10-20% of his time to income tax compliance, advice, and accounting services. He is also a consultant for Touchstone Tax & Accounting, LLC since 2022, spending a few hours per week on similar duties.
Employment History
Current Registrations
Cedar Valley Wealth Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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