Advisor at Credentialed Wealth Advisors, 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
Credentialed Wealth Advisors, LLC
Location
Johnstown, CO 80534
Credentials
CFA®, Series 66
Industry experience
13 years
Julian Heron is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Credentialed Wealth Advisors, LLC. He previously worked at Edward Jones for nine years before joining his current firm in 2021. Credentialed Wealth Advisors provides portfolio management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, as well as retirement plans. The firm offers customized investment solutions through multiple service tracks and combines retirement-plan fiduciary authority with tailored strategies involving individual securities, derivatives, and concentrated-stock management.
Based on Credentialed Wealth Advisors, LLC
$0 - $500,000: 1.40% (Assisted Investing) $500,001 - $1,000,000: 1.25% (Assisted Investing) $1,000,001 - $2,500,000: 1.00% (Assisted Investing) $2,500,001 - $5,000,000: 0.80% (Assisted Investing) $5,000,001 - $10,000,000: 0.60% (Assisted Investing) $10,000,001+: 0.50% (Assisted Investing) $0 - $500,000: 1.50% (Custom Investing) $500,001 - $1,000,000: 1.35% (Custom Investing) $1,000,001 - $2,500,000: 1.10% (Custom Investing) $2,500,001 - $5,000,000: 0.80% (Custom Investing) $5,000,001+: 0.64% (Custom Investing)
$350 - $700 per hour for financial planning services
Account minimum: $500,000 (Custom Investing option; may be waived at firm's discretion) Fee-only: Hourly financial planning fees range from $350 - $700 per hour, negotiable based on complexity
3 South Parish Avenue
Johnstown, CO 80534
Colorado
Credentialed Wealth Advisors, LLC
2021 - Present (5 years)
Edward Jones
2012 - 2021 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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 63, Series 65
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PFS™
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Thomas A. Paulson, Jr., DBA, Thomas A. Paulson, Jr., CPA
CFP®, Series 66
Loveland, CO
Intelligent Investing
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