Alexander Anderson
Heyman Wealth Management · Encino, California
Alexander Anderson is a fee-only financial advisor at Heyman Wealth Management in Encino, California. Heyman Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Heyman Wealth Management |
|---|---|
| Based in | Encino, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $115.4M across 241 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5510719 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | main.yhlsoft.com/auth/users/webportal/heymanwealth |
How Alexander's firm compares
- Heyman Wealth Management's average account is about $479,000, from its Form ADV (assets managed divided by 241 accounts).
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Questions about Alexander
Is Alexander Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and Heyman Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexander charge for financial advice?
Alexander's firm, Heyman Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alexander Anderson based?
Alexander Anderson is based in Encino, California.
Is Alexander Anderson registered with the SEC?
Yes. Alexander Anderson is registered as an investment adviser representative in CA (CRD 5510719), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heyman Wealth Management manage?
Heyman Wealth Management reports $115.4M across 241 accounts in assets under management.
How do I contact Alexander Anderson?
Through Alexander's website, main.yhlsoft.com/auth/users/webportal/heymanwealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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