Advisor at Herzog Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Herzog Financial Group, LLC
Location
Saint Louis, MO 63127
Credentials
Series 66
Industry experience
10 years
Alexandra Heck is a financial advisor at Herzog Financial Group, LLC in Saint Louis, Missouri, holding a Series 66 designation with 10 years of industry experience. She has been with Herzog Financial Group since 2015. Herzog Financial Group provides financial planning and wealth management services to individuals, families, small business owners, and retirees. The firm employs a strategic asset allocation approach combined with active selection of mutual funds, ETFs, equities, and investment-grade bonds, managing approximately $48 million in assets for around 87 clients.
Based on Herzog Financial Group, LLC
Flat annual fee for discretionary portfolio management may be charged as agreed upon by client
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$250 per hour for financial planning services, invoiced monthly or upon project completion, negotiable or waivable
Account minimum: $500,000 Fee-only: Fee-only, no commissions, compensated solely by clients
3636 S. Geyer Road, Suite 100
Saint Louis, MO 63127
Illinois · Missouri
Herzog Financial Group, LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Fenton, MO
Midwest Investment Advisors, LLC
Series 63, Series 65
Chesterfield, MO
Mills Barrington Advisors, LLC.
Series 65
Saint Louis, MO
Midwest Advisors LLC
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Series 63, Series 66
Saint Louis, MO
Integra Wealth Advisors
Series 63, Series 65
Chesterfield, MO
S.P. Parkin & Co
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")