Gregory Heaton
Gregory Heaton is a registered investment advisor at Wisdom Financial Services, L.L.C., based in Geneso, IL, with 25 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,518 clients with $780M 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 $500K | 0.80% |
| $500K - $1.0M | 0.46% |
| $1.0M - $4.0M | 0.36% |
| $4M+ | 0.21% |
Fees are negotiable.
Fee Estimator
Location
445 U.S. Highway 6 Eas, Geneso, IL, 61254
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
Gregory is an insurance agent selling fixed life, fixed annuity, long-term care, and group health insurance since 1985. He is also a sole proprietor of Greg Heaton Agency, which sells insurance products.
Employment History
Current Registrations
Wisdom Financial Services, L.L.C.
Previous Registrations
Veravest Investment Advisors, INC.
State Registrations3 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.