# Bregan Heitz

> Bregan Heitz is a fee-only financial advisor at Financial Management in Ardmore, Oklahoma, who holds the CFP credential. Bregan charges hourly fees and a one-time planning fee and focuses on estate & legacy planning and small business owners.

Page: https://find.wellspent.co/advisors/bregan-heitz/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Financial Management
- **Based in:** Ardmore, Oklahoma
- **Fee model:** Hourly; One-time planning fee
- **Assets under management (firm):** $318.3M across 1,400 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Small business owners
- **CRD:** 7185504 (https://adviserinfo.sec.gov/individual/summary/7185504)
- **SEC registration:** Investment adviser representative in OK
- **Exams passed:** Series 65 (2017)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.fmiardmore.com

## Frequently asked questions

### Is Bregan Heitz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bregan holds no broker registration, and Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bregan charge for financial advice?

Bregan charges hourly fees and a one-time planning fee.

### Where is Bregan Heitz based?

Bregan Heitz is based in Ardmore, Oklahoma.

### What does Bregan specialize in?

Bregan's specialties include estate & legacy planning and small business owners.

### What credentials does Bregan Heitz hold?

Bregan Heitz holds the CFP credential.

### Is Bregan Heitz registered with the SEC?

Yes. Bregan Heitz is registered as an investment adviser representative in OK (CRD 7185504), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Financial Management manage?

Financial Management reports $318.3M across 1,400 accounts in assets under management.

### How do I contact Bregan Heitz?

Through Bregan's website, www.fmiardmore.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7185504): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.fmiardmore.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.