Heather Church is a CFP-designated registered investment advisor at Esi Financial Advisors, based in Bountiful, UT, with 24 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12,116 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ESI Financial Advisors offers investment management through various programs. Fees vary depending on the program chosen and can include platform fees, strategist fees, and service fees.
ESI Illuminations programs charge a platform fee between 0.26% and 0.45% annually, plus strategist fees (0.02%-1.00%) and EFA's service fee (0-2.00%).
American Funds and Schwab Retirement Advisor Services have tiered fees, up to 1.00% annually on the first $1M, decreasing to 0.35% on amounts over $10M.
AssetMark fees are negotiated with the advisor, not to exceed 1.5% annually.
SEI fees are also negotiated, not to exceed 1.75% annually, plus a 0.05% administrative fee.
Location
620 South Main Street, Bountiful, UT, 84010
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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 →Other Business Activities
Heather operates under two DBAs for her LPL business: Flatirons Wealth Strategists, LTD and Flatirons Wealth & Divorce Strategists. She also owns rental real estate property and spends minimal time on it. Finally, she is affiliated with Church Enterprises, Inc. for tax filing purposes only.
Employment History
Current Registrations
Equity Services, INC.Broker
Summit Global Investments, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
St Johns Wealth Management
Bbva Compass Investment Solutions, INCBroker
Invest Financial CorporationBroker
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.