Terrence Heafey
Terrence Heafey is a CFP-designated registered investment advisor at Brickwork Financial Planning, LTD, based in Orland Park, IL, with 29 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Brickwork Financial Planning offers ongoing retainer financial planning services and consulting for a fixed fee paid either monthly or quarterly in advance. The services may include tax planning, insurance review, inventory of assets, analysis of financial goals, portfolio analysis, retirement planning, and estate plan reviews.
- Individual planning modules range from $250 - $5,000 and include a one-hour consultation and a written summary of module objectives.
- Retirement Income Planning Engagement includes 2-3 in person meetings, Kolbe Report, Goal Planning Profile Outputs, Asset Allocation Report, Retirement Planning Outputs, and a written summary of planning recommendation.
- Hourly fee of $250 to $350 for financial planning/general consulting services.
Location
10710 W. 143rd Street, Suite 12, Orland Park, IL, 60462
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
Terrence operates under the DBA 4Wealth Financial Group, Inc. for financial services, dedicating full-time hours. He is also a licensed insurance agent selling life insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Brickwork Financial Planning, LTD
4wealth Advisors, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
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.