L
L. Jane Heist Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,837,193
Clients
24
13% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$701,550
About
The firm provides discretionary, fee-only investment management to individuals, their trusts, and retirement accounts, including 401(k) plans and IRAs. Portfolios are constructed from individual stocks and bonds as well as mutual funds, ETFs and money market instruments, and the firm does not participate in wrap-fee programs.
Investment programs are tailored to each client’s objectives and constraints using a confidential client questionnaire and periodic reviews; accounts are monitored on an ongoing basis with at least quarterly review. The firm emphasizes diversified equity and fixed-income allocations (including international and emerging market exposure via funds), position-sizing (initial stock positions around 3–4% of an asset class) and trimming positions that have appreciated substantially to manage risk.
Distinctive for a firm of this type, the firm’s principal also operates an affiliated CPA practice and dedicates a substantial portion of time to tax planning and compliance for individuals, entities and retirement plans, with accounting services billed separately and no duplication of fees. The adviser’s combination of investment management with retirement-plan taxation and consulting (serving 401(k) plans) is less common among peers and is explicitly disclosed as part of the firm’s service mix.
Client services
Portfolio management
Pension consulting
Expertise
Wealth management
General tax planning
Real estate investing
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.50%
Accounting services billed hourly by related entity, not investment advisory fees
Fee-only: Fee-only basis, no commissions or performance-based fees
Main office location
L. Jane Heist Wealth Management, Inc.
Scottsdale AZ, United States
Number of offices
1
Most active in
L. Jane Heist Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Arizona
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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