Edgar Heissler
Heissler Financial · Gresham, Oregon
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.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Heissler Financial |
|---|---|
| Based in | Gresham, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.5M across 20 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in OR · CRD 1329925 |
| Exams passed | Series 63 (1985) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.hwfinancial.com |
How Edgar's firm compares
- Heissler Financial's average account is about $125,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Edgar
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.
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
- Heissler Financial 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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