AH
CFP
AH
CFP

Adam Donald Heathcote

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
981 advisors
Number of Clients
84,858 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$217.4B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.20%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.80%
$10.0M - $25.0M0.70%
$25.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.25%

Fees and how they are charged are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5454 W. 110th Street, Overland Park, KS, 66211

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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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Other Business Activities

Adam officiates high school and college football and basketball as an independent contractor since 2005. This takes about 10-20% of his time.

Employment History
Current Registrations
Creative Planning
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Bergankdv Wealth Management, LLC
December 2013 - September 2023 · 9 yrs 9 mos
Valmark Securities, INC.Broker
June 2011 - October 2018 · 7 yrs 4 mos
Western International Securities, INC.Broker
January 2006 - June 2011 · 5 yrs 5 mos
First Allied Securities, INC.Broker
October 2004 - January 2006 · 1 yr 3 mos
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.
Adam Donald Heathcote - Financial Advisor | TrueAdvisor