Daniel Heiar
Mindful Asset Planning · Apple Valley, Minnesota
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Mindful Asset Planning |
|---|---|
| Based in | Apple Valley, Minnesota |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $529.5M across 2,256 accounts |
| SEC registration | Investment adviser representative in MN, TX · CRD 4375558 |
| Exams passed | Series 63 (2001) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | mindfulplanning.com |
How Daniel's firm compares
- Mindful Asset Planning's average account is about $235,000, from its Form ADV (assets managed divided by 2,256 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
Other advisors in Minnesota who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Mindful Asset Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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