# Brian Heath

> Brian Heath is a fee-only financial advisor at Conviction Wealth Management in Austin, Texas. Brian charges a one-time planning fee and an ongoing planning fee and focuses on founders (pre-exit), equity compensation and retirement planning.

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

## Facts

- **Firm:** Conviction Wealth Management
- **Based in:** Austin, Texas
- **Fee model:** One-time planning fee; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $3.1M across 14 accounts
- **Specialties:** Founders (pre-exit), Equity compensation, Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Founders, Executives, Ultra high net worth
- **CRD:** 6805343 (https://adviserinfo.sec.gov/individual/summary/6805343)
- **SEC registration:** Investment adviser representative in NJ, TX
- **Exams passed:** Series 63 (2018), Series 66 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://convictionwealthmanagementllc.com

## Frequently asked questions

### Is Brian Heath a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Conviction Wealth Management 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 charges a one-time planning fee and an ongoing planning fee.

### Where is Brian Heath based?

Brian Heath is based in Austin, Texas.

### What does Brian specialize in?

Brian's specialties include founders (pre-exit), equity compensation, retirement planning, estate & legacy planning and tax planning. Brian works with founders, executives and ultra high net worth.

### Is Brian Heath registered with the SEC?

Yes. Brian Heath is registered as an investment adviser representative in NJ and TX (CRD 6805343), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Conviction Wealth Management manage?

Conviction Wealth Management reports $3.1M across 14 accounts in assets under management.

### How do I contact Brian Heath?

Through Brian's website, convictionwealthmanagementllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6805343): 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.convictionwealthmanagementllc.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.