Eric Heiting
Central Wealth Management · Madison, Wisconsin
Eric Heiting is a fee-only financial advisor at Central Wealth Management in Madison, Wisconsin, who holds the CFP and ChFC credentials. Central Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Central Wealth Management |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $136.8M across 443 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in WI · CRD 3052881 |
| Exams passed | Series 63 (1998) · Series 65 (2004) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.centralwealthmanagement.com |
| Profile |
How Eric's firm compares
- Central Wealth Management's average account is about $309,000, from its Form ADV (assets managed divided by 443 accounts).
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Questions about Eric
Is Eric Heiting a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Central Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Central Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Eric Heiting based?
Eric Heiting is based in Madison, Wisconsin.
What credentials does Eric Heiting hold?
Eric Heiting holds the CFP and ChFC credentials.
Is Eric Heiting registered with the SEC?
Yes. Eric Heiting is registered as an investment adviser representative in WI (CRD 3052881), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Central Wealth Management manage?
Central Wealth Management reports $136.8M across 443 accounts in assets under management.
How do I contact Eric Heiting?
Through Eric's website, www.centralwealthmanagement.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
- 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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