HM
CFP
HM
CFP

Heather Mullinix

27 Years of Experience
Canonsburg, PA
BrokerSells Insurance

Heather Mullinix is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Canonsburg, PA, with 27 years of industry experience. Heather is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9240 advisors
Number of Clients
575,512 clients
Average Client Portfolio
$408K average
Assets Under Management
$234.9B

Fee Structure

Minimum Investment:$5.5K
Planning is included in investment management (also available separately)

Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.

  • Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
  • Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
  • Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.

Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.

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Location

Astyr Wealth, 375 Southpointe Blvd, Suite 440, Canonsburg, PA, 15317

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Heather is an insurance agent selling various insurance products, including life, health, accident, disability insurance, and annuities since 2004, dedicating minimal time. She also offers disability insurance, fixed annuities, fixed indexed annuities, long-term care insurance, and traditional life insurance through Astyr Wealth, dedicating about 10-20% of her time.

Employment History
Current Registrations
Osaic Wealth, INC.
January 2025 - Present · 1 yr 9 mos
Osaic Wealth, INC.Broker
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Osaic Fa, INC.
January 2004 - January 2025 · 21 yrs
Osaic Fa, INC.Broker
January 2004 - January 2025 · 21 yrs
The Lincoln National Life Insurance CompanyBroker
January 2004 - May 2006 · 2 yrs 4 mos
Wachovia Securities, LLC
July 2003 - January 2004 · 6 mos
Wachovia Securities, LLCBroker
July 2003 - January 2004 · 6 mos
Prudential Securities Incorporated
May 2002 - July 2003 · 1 yr 2 mos
Prudential Securities IncorporatedBroker
June 2001 - July 2003 · 2 yrs 1 mo
Morgan Stanley Dw INC.Broker
December 1998 - June 2001 · 2 yrs 6 mos
State Registrations19 states
CADEFLGAILKYMAMDNCNJNYOHPARISCTXVAWIWV
AdvisorBrokerBoth

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.
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