Heissler Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,500,000
Total clients
20
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$125,000
About
Heissler Financial is a fee-only advisory firm that works with individual clients to provide comprehensive financial planning and ongoing investment management, including cash flow, retirement, tax, estate and education planning. Its services include portfolio construction using mutual funds, ETFs and individual securities, and the firm does not accept commissions or act as custodian of client assets.
The firm follows a strategic asset-allocation, core-and-satellite approach that relies on passive index and ETF core holdings supplemented by actively managed funds or individual securities where appropriate; client objectives are documented in investment policy statements and plans. Although the firm can accept discretionary trading authority, its practice is primarily non-discretionary—clients generally make final investment decisions and the firm implements trades under a limited power of attorney when the client authorizes execution.
What distinguishes the firm relative to many peers is the predominance of non-discretionary client relationships, which is uncommon among independent advisors; clients also receive written net worth statements and semi-annual reviews as part of ongoing planning. The advisory personnel hold professional credentials (including CFP and ChFC designations), and the firm maintains formal policies for business continuity, information security, and disclosure of conflicts.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
General retirement planning
General tax planning
General estate planning guidance
Active portfolio management
Fee options
$0 - $2,000,000: 2% annually $2,000,001+: 1% annually
Account minimum: $100,000 (may be waived at discretion; accounts under $100,000 allowed if client anticipates funding to $100,000 timely or other exceptions apply) Fee-only: Fee-only financial planning and investment management; no commissions accepted.
Main office location
Heissler Financial, LLC
320 N Main Ave, Suite 211
Gresham OR 97030, United States
Number of offices
1
Most active in
Heissler Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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