Charles Heekin
Millennial Wealth Advisors · Delray Beach, Florida
Charles Heekin is a fee-only financial advisor at Millennial Wealth Advisors in Delray Beach, Florida. Millennial Wealth Advisors reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Who they serve
- Multi-generational families
Facts
| Firm | Millennial Wealth Advisors |
|---|---|
| Based in | Delray Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $146.0M across 49 accounts |
| SEC registration | Investment adviser representative in OH · CRD 1737715 |
| Exams passed | Series 63 (1993) · Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.millennialwealthadvisors.com |
| Profile |
How Charles's firm compares
- Millennial Wealth Advisors's average account is about $3.0 million, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Charles
Is Charles Heekin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Millennial Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Millennial Wealth Advisors, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Charles Heekin based?
Charles Heekin is based in Delray Beach, Florida.
Is Charles Heekin registered with the SEC?
Yes. Charles Heekin is registered as an investment adviser representative in OH (CRD 1737715), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Millennial Wealth Advisors manage?
Millennial Wealth Advisors reports $146.0M across 49 accounts in assets under management.
How do I contact Charles Heekin?
Through Charles's website, www.millennialwealthadvisors.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
- Millennial Wealth Advisors 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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