Colin Heaney is a registered investment advisor at Westpeak Financial, based in Ocean, NJ, with 21 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2 clients with $360K 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 $1000K | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
4 Meadows Lane, Ocean, NJ, 07712
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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 ActivitiesSells Insurance
Colin is an independent licensed insurance agent, spending about 10-20% of his time on this activity. This outside business activity is investment related.
Employment History
Current Registrations
Westpeak Financial
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Pimco Investments LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Merrill Lynch Investment Managers LP
Fam Distributors, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.