# Daniel Heth

> Daniel Heth is a fee-only financial advisor at Preserve Wealth Management in Weaverville, North Carolina. Daniel focuses on retirement planning and estate & legacy planning. Preserve Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-heth/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Preserve Wealth Management
- **Based in:** Weaverville, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $78.2M across 116 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Retirees, Ultra high net worth
- **CRD:** 2756335 (https://adviserinfo.sec.gov/individual/summary/2756335)
- **SEC registration:** Investment adviser representative in NC, NJ, PA
- **Exams passed:** Series 63 (1997), Series 65 (1997), Series 66 (2002)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.preservewm.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Preserve Wealth Management 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, Preserve Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Daniel Heth based?

Daniel Heth is based in Weaverville, North Carolina.

### What does Daniel specialize in?

Daniel's specialties include retirement planning and estate & legacy planning. Daniel works with retirees and ultra high net worth.

### Is Daniel Heth registered with the SEC?

Yes. Daniel Heth is registered as an investment adviser representative in NC, NJ and PA (CRD 2756335), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Preserve Wealth Management manage?

Preserve Wealth Management reports $78.2M across 116 accounts in assets under management.

### How do I contact Daniel Heth?

Through Daniel's website, www.preservewm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2756335): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://preservewm.com/): specialties, clients served, and fees, checked October 30, 2026

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