DG
CFP
DG
CFP
Demel Gonzalez
26 Years of Experience
Sanford, FL
1 Disclosure
Demel Gonzalez is a CFP-designated registered investment advisor at Heartwood Financial Services, based in Sanford, FL, with 26 years of industry experience. Demel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 68 clients with $83M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
68 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$83.1M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $700K | 1.00% |
| $700K - $1.3M | 0.85% |
| $1.3M - $2.0M | 0.65% |
| $2M+ | 0.65% |
Fees are negotiable above $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
DG
Demel Gonzalez
Location
Sanford, FL
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
November 2011Employment History
Current Registrations
Heartwood Financial Services
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Strategic Advisers, INC.
July 1999 - December 2011 · 12 yrs 5 mos
State Registrations2 states
FLTX
Advisor
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.
Exams
No exam information available for this advisor.