Gregory Heaton
Wisdom Financial Services · Geneso, Illinois
Gregory Heaton is a fee-only financial advisor at Wisdom Financial Services in Geneso, Illinois. Wisdom Financial Services reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Wisdom Financial Services |
|---|---|
| Based in | Geneso, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $779.2M across 3,989 accounts |
| SEC registration | Investment adviser representative in IA, IL, TX · CRD 2789066 |
| Exams passed | Series 66 (2000) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.wisdomfinancial.net |
How Gregory's firm compares
- Wisdom Financial Services's average account is about $195,000, from its Form ADV (assets managed divided by 3,989 accounts).
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Questions about Gregory
Is Gregory Heaton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Wisdom Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Wisdom Financial Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Gregory Heaton based?
Gregory Heaton is based in Geneso, Illinois.
Is Gregory Heaton registered with the SEC?
Yes. Gregory Heaton is registered as an investment adviser representative in IA, IL and TX (CRD 2789066), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wisdom Financial Services manage?
Wisdom Financial Services reports $779.2M across 3,989 accounts in assets under management.
How do I contact Gregory Heaton?
Through Gregory's website, www.wisdomfinancial.net.
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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