Heather Aeschliman is a CFP-designated registered investment advisor at Creative Planning, based in Howell, MI, with 9 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B 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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.
Fee Estimator
Location
Howell, MI
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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 is a board member for Howell Rotary, Livingston County Catholic Charities, and Amber Reinek House, and a stage manager for A Wilde Theater. She also works as a financial advisor and agent for life, disability, and long-term care insurance at 7 Pillars Wealth Management LLC, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Founders Financial Securities LLCBroker
Founders Financial Securities, LLC
Ae Wealth Management, LLC
Ae Financial Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
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.
Exams
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