Daniel Heidel
Integritas Wealth Strategies · Charleston, South Carolina
Daniel Heidel is a fee-only financial advisor at Integritas Wealth Strategies in Charleston, South Carolina, who holds the CFP credential. Daniel focuses on tax planning, estate & legacy planning and retirement planning. Integritas Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Newcomers (immigration)
Facts
| Firm | Integritas Wealth Strategies |
|---|---|
| Based in | Charleston, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $3.7M across 56 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, SC, TX · CRD 7532971 |
| Exams passed | Series 66 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | iw-strategies.com |
| Profile |
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Questions about Daniel
Is Daniel Heidel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Integritas Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Integritas Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Heidel based?
Daniel Heidel is based in Charleston, South Carolina.
What does Daniel specialize in?
Daniel's specialties include tax planning, estate & legacy planning, retirement planning, small business owners, sustainable & impact investing and equity compensation. Daniel works with pre-retirees and newcomers (immigration).
What credentials does Daniel Heidel hold?
Daniel Heidel holds the CFP credential.
Is Daniel Heidel registered with the SEC?
Yes. Daniel Heidel is registered as an investment adviser representative in GA, SC and TX (CRD 7532971), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integritas Wealth Strategies manage?
Integritas Wealth Strategies reports $3.7M across 56 accounts in assets under management.
How do I contact Daniel Heidel?
Through Daniel's website, iw-strategies.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
- Integritas Wealth Strategies 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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