Heaton Financial, PC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$107,645,000
Total clients
358
11% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
179
Average account size
$300,684
Client services
Fee options
$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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Heaton Financial, PC
337 S Main, Suite 120
Cedar City UT 84720, United States
Number of offices
2
Forms ADV
Quick links
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