Daniel Heiar is a CFP-designated registered investment advisor at Mindful Asset Planning, based in Apple Valley, MN, with 1 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 358 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment supervision is typically part of a larger financial planning service, but can be offered separately to family members of existing clients, related charities, or business-related plans. In these cases, fees are based on a sliding scale related to the amount of assets being supervised, or a flat rate as agreed. MAP may recommend specialized investment managers, which could result in different fees.
Contact
Daniel Heiar
Location
14530 Pennock Ave, Apple Valley, MN, 55124
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
Mindful Asset Planning
State Registrations2 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.
Exams