Advisor at Heaton Financial, PC
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
Heaton Financial, PC
Location
Cedar City, UT 84720
Credentials
CFP®, Series 63, Series 65
Industry experience
30 years
Kimber Heaton is a CFP® professional with 30 years of industry experience, currently serving as an advisor at Heaton Financial, PC since 2005. Heaton holds Series 63 and Series 65 licenses and manages trustee responsibilities for two family trusts. Outside of advising, he is involved in managing family and real estate LLCs. Heaton Financial, PC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm manages over $100 million in assets through a two-advisor model, employing a range of active investment strategies including options and short sales, with regular portfolio reviews.
Based on Heaton Financial, PC
$1 - $50,000: 0.35% - 1.75% depending on portfolio type $50,001 - $100,000: 0.50% - 1.50% depending on portfolio type $100,001 - $250,000: 0.60% - 1.25% depending on portfolio type $250,001 - $500,000: 0.75% - 1.15% depending on portfolio type $500,001 - $1,000,000: 0.85% - 1.00% depending on portfolio type Above $1,000,000+: 0.35% - 0.85% depending on portfolio type
$200/hour for financial planning services, negotiable
Account minimum: $100,000 minimum for Trading portfolio; no minimum for other portfolio types Fee-only: $200 per hour for financial planning services, negotiable and may be discounted
337 S Main, Suite 120
Cedar City, UT 84720
Utah
Heaton Financial, PC
2005 - Present (21 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 63, Series 65
Cedar City, UT
Larson Williams Wealth Advisors, LLC
Series 63, Series 65
Cedar City, UT
HA Wealth Advisors Inc.
Series 63, Series 65
Cedar City, UT
Larson Williams Wealth Advisors, LLC
Series 65
Cedar City, UT
HA Wealth Advisors Inc.
Series 66
Cedar City, UT
Geneos Wealth Management, Inc.
Series 63, Series 66
Cedar City, UT
Geneos Wealth Management, Inc.
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")