Brian Heal
Heal Financial · Novi, Michigan
Brian Heal is a fee-only financial advisor at Heal Financial in Novi, Michigan. Heal Financial reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Brian →
Facts
| Firm | Heal Financial |
|---|---|
| Based in | Novi, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $20.3M across 93 accounts |
| SEC registration | Investment adviser representative in MI, NJ, NY, TX · CRD 4719085 |
| Exams passed | Series 63 (2004) · Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | healfinancial.com |
| Profile |
How Brian's firm compares
- Heal Financial's average account is about $219,000, from its Form ADV (assets managed divided by 93 accounts).
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian 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 Brian
Is Brian Heal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Heal Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Heal Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Brian Heal based?
Brian Heal is based in Novi, Michigan.
Is Brian Heal registered with the SEC?
Yes. Brian Heal is registered as an investment adviser representative in MI, NJ, NY and TX (CRD 4719085), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heal Financial manage?
Heal Financial reports $20.3M across 93 accounts in assets under management.
How do I contact Brian Heal?
Through Brian's website, healfinancial.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
- 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.