Edward Heintz
Heintz Wealth Management · Scottsdale, Arizona
Edward Heintz is a fee-only financial advisor at Heintz Wealth Management in Scottsdale, Arizona, who holds the CFP credential. Edward focuses on tax planning and estate & legacy planning. Heintz Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Heintz Wealth Management |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $80.8M across 217 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, NY, TX · CRD 2893819 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.heintzwealth.com |
How Edward's firm compares
- Heintz Wealth Management's average account is about $372,000, from its Form ADV (assets managed divided by 217 accounts).
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Questions about Edward
Is Edward Heintz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Heintz Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, Heintz Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Edward work with clients virtually?
Yes. Heintz Wealth Management says on its website that it works with clients remotely.
Where is Edward Heintz based?
Edward Heintz is based in Scottsdale, Arizona.
What does Edward specialize in?
Edward's specialties include tax planning and estate & legacy planning.
What credentials does Edward Heintz hold?
Edward Heintz holds the CFP credential.
Is Edward Heintz registered with the SEC?
Yes. Edward Heintz is registered as an investment adviser representative in AZ, NY and TX (CRD 2893819), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heintz Wealth Management manage?
Heintz Wealth Management reports $80.8M across 217 accounts in assets under management.
How do I contact Edward Heintz?
Through Edward's website, www.heintzwealth.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
- Heintz 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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