Kimber Heaton
Kimber Heaton is a CFP-designated registered investment advisor at Heaton Financial, PC, based in Cedar City, UT, with 30 years of industry experience. Kimber 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, Investment Management, and 2 more. Their firm serves 358 clients with $110M 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 $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.75% |
Schedule shown is for Asset Allocation portfolios. Fees are negotiable. Fixed Income and Equity portfolios have different fee schedules.
Fee Estimator
Location
337 S Main, Suite 120, Cedar City, UT, 84720
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
Kimber is a member and manager of the Wendel and Patsy Heaton Family LLC, which holds family real estate, and a member manager of Coal Creek Holdings LLC, which may purchase real estate; these activities take minimal time. Kimber is also a licensed insurance agent selling fixed annuities, dedicating about 10-20% of their time to this, and serves as trustee for two trusts, spending a few hours per week managing assets and making distributions.
Employment History
Current Registrations
Heaton Financial, PC
Previous Registrations
Zions Investment Securities, INC
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.