Heather Ring
Heather Ring is a CFP-designated registered investment advisor at Superior Planning Wealth Management & Family Office, based in San Diego, CA, with 13 years of industry experience. Heather is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 516 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual fee is 2.00 percent. Specific fees are determined based on asset size, portfolio complexity, and account activity, and are negotiable at the firm's discretion.
Fee Estimator
Location
10085 Carroll Canyon Road, Suite 150, San Diego, CA, 92131
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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
Heather works as a representative for Financial Center, BSA Financial Services, and Superior Planning LLC, providing financial services and administrative support; these activities take up a full-time commitment. Heather also engages in insurance sales and services, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Superior Planning Wealth Management & Family Office
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.
Exams
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