Bregan Heitz is a CFP-designated registered investment advisor at Fmi, based in Ardmore, OK, with 6 years of industry experience. Bregan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning. Their firm serves 717 clients with $320M 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 $1.0M | 1.00% |
| $1M+ | 0.50% |
Simple IRA clients are billed at the rate of 1% annually for all assets up to and including $50,000. All assets under management in excess of $50,000 will be billed at the rate of .5 % annually. 401K Plan clients are billed at the rate of .75% annually. Simple IRA accounts with assets under management of $5,000.00 or less will be billed at the minimum fee of $50.00 annually.
Fee Estimator
Location
130 D Street Nw, Ardmore, OK, 73401
Get directionsHistory
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
Bregan has been an independent insurance agent since 2022, dedicating a few hours per week to this activity. Bregan is also a board member of Pettijohn Springs Christian Camp.
Employment History
Current Registrations
Fmi
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.