Alexandra Heck
Herzog Financial Group · Saint Louis, Missouri
Alexandra Heck is a fee-only financial advisor at Herzog Financial Group in Saint Louis, Missouri, who holds the CFP credential.
- $48M
- Firm assets managed
- $248,000
- Firm's average account
- 2011
- First securities exam
How does Alexandra's firm compare?
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Herzog Financial Group's average account is about $248,000, from its Form ADV (assets managed divided by 195 accounts).
Questions about Alexandra
Is Alexandra Heck a fee-only financial advisor?
Yes. Alexandra Heck is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Alexandra's firm.
How does Alexandra Heck charge for financial advice?
Alexandra's firm, Herzog Financial Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Alexandra Heck based?
Alexandra Heck is based in Saint Louis, Missouri.
What credentials does Alexandra Heck hold?
Alexandra Heck holds the CFP credential.
Is Alexandra Heck registered with the SEC?
Yes. Alexandra Heck is registered as an investment adviser representative in IL and MO (CRD 5716401), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Herzog Financial Group manage?
Herzog Financial Group reports $48.3M across 195 accounts in assets under management.
How do I contact Alexandra Heck?
Contact details aren't on file yet. Search for Herzog Financial Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Herzog Financial Group |
|---|---|
| Based in | Saint Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $48.3M across 195 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, MO · CRD 5716401 |
| Exams passed | Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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