Brian Heath
Conviction Wealth Management · Austin, Texas
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.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
Facts
| Firm | Conviction Wealth Management |
|---|---|
| Based in | Austin, Texas |
| Fee model | One-time planning fee · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $3.1M across 14 accounts |
| SEC registration | Investment adviser representative in NJ, TX · CRD 6805343 |
| Exams passed | Series 63 (2018) · Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | convictionwealthmanagementllc.com |
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Questions about Brian
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.
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
- Conviction Wealth 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.
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