# Edgar Heissler

> Edgar Heissler is a fee-only financial advisor at Heissler Financial in Gresham, Oregon, who holds the CFP and ChFC credentials. Edgar focuses on retirement planning. Heissler Financial reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Heissler Financial
- **Based in:** Gresham, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $2.5M across 20 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 1329925 (https://adviserinfo.sec.gov/individual/summary/1329925)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 63 (1985)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.hwfinancial.com/

## Frequently asked questions

### Is Edgar Heissler a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Edgar holds no broker registration, and Heissler Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Edgar charge for financial advice?

Edgar's firm, Heissler Financial, reports charging a percentage of assets on its SEC Form ADV.

### Where is Edgar Heissler based?

Edgar Heissler is based in Gresham, Oregon.

### What does Edgar specialize in?

Edgar's specialties include retirement planning. Edgar works with pre-retirees.

### What credentials does Edgar Heissler hold?

Edgar Heissler holds the CFP and ChFC credentials.

### Is Edgar Heissler registered with the SEC?

Yes. Edgar Heissler is registered as an investment adviser representative in OR (CRD 1329925), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Heissler Financial manage?

Heissler Financial reports $2.5M across 20 accounts in assets under management.

### How do I contact Edgar Heissler?

Through Edgar's website, www.hwfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1329925): 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 (http://hwfinancial.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.