Stuart Heckman is a CFP-designated registered investment advisor at No Coast Financial Group, based in Manhattan, KS, with 9 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 30 clients with $11M 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 $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
211 S. 4th St., Manhattan, KS, 66502
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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
Stuart is an Associate Professor of Practice at Texas Tech University, dedicating a significant portion of his time to this role. He also owns Heckman Research Consulting, LLC, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
No Coast Financial Group
Previous Registrations
Cgn Advisors, LLC
Cgn Advisors, LLC
State Registrations2 states
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