Heidi Mulling is a CFP-designated registered investment advisor at Stonewall Asset Mgmt., INC., based in Roswell, GA, with 29 years of industry experience. Heidi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Retirement Planning. Their firm serves 36 clients with $38M in assets under management.
Compensation
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Number of Clients
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Fee Structure
Stonewall Asset Management offers investment advisory services through various programs administered by Raymond James & Associates. These programs include Passport, Raymond James Consulting Services, Freedom, and Freedom UMA Strategies. Fees vary depending on the program and the amount you invest. The fees are paid quarterly in advance and are based on the value of your account. All fees are negotiable.
Location
1401 Bombay Lane, Roswell, GA, 30076
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heidi is named as a successor trustee for Kathy Hammock's trust, requiring minimal time. Heidi is also the CEO and co-owner of Stonewall Asset Management, Inc., an independent RIA, dedicating about half of her time to this role.
Employment History
Current Registrations
Stonewall Asset Mgmt., INC.
Raymond James Financial Services, INC.Broker
State Registrations6 states
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