Bregan Heitz
Financial Management · Ardmore, Oklahoma
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.
Request an introduction to Bregan →
Specialties
Facts
| Firm | Financial Management |
|---|---|
| Based in | Ardmore, Oklahoma |
| Fee model | Hourly · One-time planning fee |
| Assets under management | $318.3M across 1,400 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK · CRD 7185504 |
| Exams passed | Series 65 (2017) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.fmiardmore.com |
How Bregan's firm compares
- Financial Management's average account is about $227,000, from its Form ADV (assets managed divided by 1,400 accounts).
Request an introduction to Bregan
Tell Bregan a little about what you're looking for. Bregan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Bregan
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.
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
- Financial Management 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.
See something wrong? Request a correction. Read our methodology.