Eric Heckman
Eric Heckman is a CFP, ChFC-designated registered investment advisor at Heckman Financial & Insurance Services, INC., based in San Jose, CA, with 24 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 305 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). Advisor Managed or Alternative accounts are offered at 1.00% annually, and Client Managed accounts for $30/year.
Fee Estimator
Location
333 W Santa Clara St, Suite 604, San Jose, CA, 95113-1125
Get directionsHistory
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 ActivitiesSells Insurance
Eric owns Heckman Financial Insurance Services, selling life, medical, annuity, and other insurance products, dedicating about half of his time. He also works as a tax preparer during tax season, spending about a quarter of his time, and sells estate planning software, spending about 10-20% of his time.
Employment History
Current Registrations
Heckman Financial & Insurance Services, INC.
Previous Registrations
On Investment Management CO
Eagle Strategies CORP
State Registrations2 states
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.