Daniel Heth
Preserve Wealth Management · Weaverville, North Carolina
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.
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Specialties
Who they serve
- Retirees
- Ultra high net worth
Facts
| Firm | Preserve Wealth Management |
|---|---|
| Based in | Weaverville, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $78.2M across 116 accounts |
| SEC registration | Investment adviser representative in NC, NJ, PA · CRD 2756335 |
| Exams passed | Series 63 (1997) · Series 65 (1997) · Series 66 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.preservewm.com |
| Profile |
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Questions about Daniel
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.
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
- Preserve Wealth Management 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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