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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 372 clients with $530M 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 |
|---|---|
| Any | 1.50% |
Fees range from 0.3% to 1.5% on a sliding scale based on supervised assets, decreasing as assets increase, or as an agreed flat fee.
Fee Estimator
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
More Advisors
- Steven Zimmerman, CFP, ChFCMindful Asset Planning
- Steven Lorenz, CFP, ChFCLPL Financial LLC
- Luther Hagen, CFP
- Anghel Stoian, CFPEfficient Market Investments, LLC
- Jonathan Henderson, CFPWealth Enhancement Advisory Services, LLC
- Tyler Frost, CFPAdvanced Advisor Group, LLC