Brian Spatola
Heron Equity Management · Indialantic, Florida
Brian Spatola is a fee-only financial advisor at Heron Equity Management in Indialantic, Florida. Heron Equity Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Heron Equity Management |
|---|---|
| Based in | Indialantic, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $5.1M across 63 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5074911 |
| Exams passed | Series 63 (2006) · Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Brian's firm compares
- Heron Equity Management's average account is about $81,000, from its Form ADV (assets managed divided by 63 accounts).
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Questions about Brian
Is Brian Spatola a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Heron Equity 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's firm, Heron Equity Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Brian Spatola based?
Brian Spatola is based in Indialantic, Florida.
Is Brian Spatola registered with the SEC?
Yes. Brian Spatola is registered as an investment adviser representative in FL (CRD 5074911), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heron Equity Management manage?
Heron Equity Management reports $5.1M across 63 accounts in assets under management.
How do I contact Brian Spatola?
Contact details aren't on file yet. Search for Heron Equity Management.
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.
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