Brad Heindel
46 Peaks Investment Advisory Group · Newtown, Pennsylvania
Brad Heindel is a fee-only financial advisor at 46 Peaks Investment Advisory Group in Newtown, Pennsylvania, who holds the CFP credential. Brad charges an ongoing planning fee and focuses on small business owners and equity compensation.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
Facts
| Firm | 46 Peaks Investment Advisory Group |
|---|---|
| Based in | Newtown, Pennsylvania |
| Fee model | Ongoing planning fee |
| Assets under management | $272.1M across 445 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 3078426 |
| Exams passed | Series 63 (1998) · Series 65 (2003) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.46peaks.com |
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Questions about Brad
Is Brad Heindel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brad holds no broker registration, and 46 Peaks Investment Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brad charge for financial advice?
Brad charges an ongoing planning fee.
Where is Brad Heindel based?
Brad Heindel is based in Newtown, Pennsylvania.
What does Brad specialize in?
Brad's specialties include small business owners and equity compensation. Brad works with executives, retirees and pre-retirees.
What credentials does Brad Heindel hold?
Brad Heindel holds the CFP credential.
Is Brad Heindel registered with the SEC?
Yes. Brad Heindel is registered as an investment adviser representative in PA and TX (CRD 3078426), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 46 Peaks Investment Advisory Group manage?
46 Peaks Investment Advisory Group reports $272.1M across 445 accounts in assets under management.
How do I contact Brad Heindel?
Through Brad's website, www.46peaks.com.
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
- 46 Peaks Investment Advisory Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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