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JH
CFP
JH
CFP

John Heisler

Quaker Wealth Management LLC
23 Years of Experience
Moorestown, NJ
View SEC Summary
View SEC Summary

John Heisler is a CFP-designated registered investment advisor at Quaker Wealth Management LLC, based in Moorestown, NJ, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 455 clients with $450M in assets under management.

Quaker Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
455 clients
Average Client Portfolio
$987K average
Assets Under Management
$449.3M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.95%
$500K - $1.0M0.85%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.65%
$5.0M - $10.0M0.45%
$10M+0.30%

Fees are negotiable. Family CFO service has a separate tiered schedule starting at 1.00% down to 0.65%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

214 West Main Street, Suite L8, Moorestown, NJ, 08057

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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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Employment History
Current Registrations
Quaker Wealth Management LLC
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Summit Financial Group INC
April 2011 - July 2018 · 7 yrs 3 mos
Summit Brokerage Services, INC.Broker
March 2011 - July 2018 · 7 yrs 4 mos
Wnc Capital CorporationBroker
January 2010 - March 2011 · 1 yr 2 mos
Chadwick Securities, INC.Broker
November 2006 - January 2010 · 3 yrs 2 mos
Anthem Securities, INC.Broker
March 2005 - November 2006 · 1 yr 8 mos
American Express Financial Advisors, INC.
June 2002 - April 2004 · 1 yr 10 mos
American Express Financial Advisors INC.Broker
December 2001 - April 2004 · 2 yrs 4 mos
Ids Life Insurance CompanyBroker
December 2001 - April 2004 · 2 yrs 4 mos
State Registrations1 state
NJ
Advisor

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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