Edward Heintz is a CFP-designated registered investment advisor at Heintz Wealth Management, LLC, based in Scottsdale, AZ, with 26 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 60 clients with $81M 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 $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $4.0M | 0.55% |
| $4M+ | 0.45% |
Fees are generally negotiable based on initial investment, scope and complexity of services, taxable vs. non-taxable accounts, tax status of client, more actively traded accounts, number of accounts under management, and consideration of outside accounts. Some accounts are under different fee schedules honoring prior agreements. HWM sometimes waives fees for certain personal friends and relatives.
Fee Estimator
Location
Scottsdale, AZ
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 →Employment History
Current Registrations
Heintz Wealth Management, LLC
Previous Registrations
Rhg Advisors LLC
Pogson & Matt Wealth Management Group, LLC
Cambridge Investment Research Advisors, INC.
Charles Schwab & CO., INC.
Strategic Advisers, 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.