Susan Norfleet is a PFS-designated registered investment advisor at Heartwood Wealth Advisors, LLC, based in Richmond, VA, with 4 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 574 clients with $1.5B 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 | 1.50% |
Fee Estimator
Location
9020 Stony Point Parkway, Suite 325, Richmond, VA, 23235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan is the President of Heartwood Tax Consultants, a CPA firm specializing in tax preparation and consulting. She spends an average of 200 hours per month on this activity, including 80 hours during trading hours, and it includes financial planning, tax consulting, retirement and estate planning, and supervision of employees.
Employment History
Current Registrations
Heartwood Wealth Advisors, LLC
State Registrations1 state
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