John Heilner is a registered investment advisor at Wt Wealth Management, LLC, based in Scottsdale, AZ, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 1,141 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WT Wealth Management charges an annual investment management fee based on a percentage of your portfolio's value. The exact percentage is negotiable and can range from 0% to 2%. The fee is collected quarterly in advance. If you end the relationship early, you'll receive a refund for any unearned portion of the fee.
Location
20865 North 90th Place, Suite 105, Scottsdale, AZ, 85255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wt Wealth Management, LLC
Previous Registrations
Private Client Group
Wt Wealth Management, LLC
Palo Verde Capital, LLC
Pvpe, LLC
State Registrations12 states
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