# Daniel Heiar

> Daniel Heiar is a fee-only financial advisor at Mindful Asset Planning in Apple Valley, Minnesota. Daniel focuses on retirement planning, estate & legacy planning and tax planning. Mindful Asset Planning reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-heiar/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Mindful Asset Planning
- **Based in:** Apple Valley, Minnesota
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $529.5M across 2,256 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners, Family wealth transfer
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4375558 (https://adviserinfo.sec.gov/individual/summary/4375558)
- **SEC registration:** Investment adviser representative in MN, TX
- **Exams passed:** Series 63 (2001)
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** http://mindfulplanning.com

## Frequently asked questions

### Is Daniel Heiar a fee-only financial advisor?

Yes. Daniel Heiar is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Daniel's firm.

### How does Daniel charge for financial advice?

Daniel's firm, Mindful Asset Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Heiar based?

Daniel Heiar is based in Apple Valley, Minnesota.

### What does Daniel specialize in?

Daniel's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and family wealth transfer. Daniel works with retirees and pre-retirees.

### Is Daniel Heiar registered with the SEC?

Yes. Daniel Heiar is registered as an investment adviser representative in MN and TX (CRD 4375558), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Mindful Asset Planning manage?

Mindful Asset Planning reports $529.5M across 2,256 accounts in assets under management.

### How do I contact Daniel Heiar?

Through Daniel's website, mindfulplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6851): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.mindfulassetplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.