Seth Heine
Advisor at Seth Heine LLC
Updated today
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
Seth Heine LLC
Location
Ormond Beach, FL
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
11 years
About
Seth Heine is a CFP® professional with 11 years of industry experience, currently operating as the sole advisor at Seth Heine LLC in Ormond Beach, Florida. His prior roles include positions at Equitable Advisors, Lowe's Home Improvement, and several other firms. Seth Heine LLC provides financial planning and integrated investment advisory services to individuals and legal entities, including corporations, trusts, and estates. The firm manages accounts primarily on a non-discretionary basis using a research-driven investment process that incorporates fundamental, quantitative, and technical analysis, as well as tools like Monte Carlo simulations, ESG considerations, and artificial intelligence.
Expertise
Based on Seth Heine LLC
Wealth management
Passive / index investing
Tax-loss harvesting
ESG / Sustainable investing
Fee options
$0 - $100,000: 1.20% annually (equities and equity-based investments) $100,001 - $1,000,000: 1.00% annually (equities and equity-based investments) $1,000,001 - $2,000,000: 0.89% annually (equities and equity-based investments) $2,000,001 - $3,000,000: 0.85% annually (equities and equity-based investments) $3,000,001 - $5,000,000: 0.75% annually (equities and equity-based investments) $5,000,001 - $10,000,000: 0.60% annually (equities and equity-based investments) $10,000,001+: 0.30% annually (equities and equity-based investments) $0 - $100,000: 0.60% annually (bonds and fixed income investments) $100,001 - $1,000,000: 0.50% annually (bonds and fixed income investments) $1,000,001 - $2,000,000: 0.44% annually (bonds and fixed income investments) $2,000,001 - $3,000,000: 0.42% annually (bonds and fixed income investments) $3,000,001 - $5,000,000: 0.36% annually (bonds and fixed income investments) $5,000,001 - $10,000,000: 0.30% annually (bonds and fixed income investments) $10,000,001+: 0.15% annually (bonds and fixed income investments)
Location
Ormond Beach, FL
Most active in
Seth H has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Floor & Decor
2025 - Present (1 year)
Seth Heine LLC
2023 - Present (3 years)
Equitable Advisors
2022 - 2023 (1 year)
Lowe's Home Improvement
2021 - 2025 (4 years)
Natural Beauty Native Landscapes
2020 - 2021 (1 year)
Archer Fox, LLC
2020 - 2020 (1 year)
Worryfree Real Estate LLP
2015 - 2019 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63, Series 65
Ormond Beach, FL
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Michael W
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Daytona Beach, FL
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Plan to Prosper Wealth Management
Wade R
Series 66
Ormond Beach, FL
Storms & Rowdon Financial Services, Inc.
Mary M
Series 65
Port Orange, FL
Bert Reames Investment Advisors, Inc.
Richard P
CFP®, Series 63
Ormond Beach, FL
Broadstreet Financial Advisers LLC
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