Houstyn Heinz is a CFP-designated registered investment advisor at RIA Advisory Group, LLC, based in Sioux Falls, SD, with 3 years of industry experience. Houstyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 1,996 clients with $570M 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% |
Maximum allowable annual fee is 2%, using a tiered schedule where the rate applies to all managed assets. Fees are negotiable and paid monthly or quarterly in arrears.
Fee Estimator
Location
6300 S OLD Village Place STE 100, Sioux Falls, SD, 57108
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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.
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Houstyn is currently employed as a Certified Public Accountant at a regional CPA firm in South Dakota. His activities include preparing and reviewing tax returns, financial statements, and other accounting functions for clients.
Employment History
Current Registrations
RIA Advisory Group, LLC
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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