Charles Heisner is a CFP-designated registered investment advisor at Heisner Financial, LLC, based in St. Louis, MO, with 24 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 25 clients with $37M 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 |
|---|---|
| Up to $500K | Included |
| $500K+ | 0.40% |
Annual fee is $3,000 plus 0.40% of investment assets in excess of $500,000. Minimum annual fee of $3,500 ($5,500 in the first year of engagement). All fees are negotiable.
Fee Estimator
Location
11627 Gravois Rd, St. Louis, MO, 63126
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 →Other Business Activities
Charles maintains his CPA license but does not use it for professional profit, instead using it to supplement his knowledge at Heisner Financial, LLC. This activity is not investment-related.
Employment History
Current Registrations
Heisner Financial, LLC
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.