# Heath Heavy

> Heath Heavy is a fee-only financial advisor at Albion Financial Group in Salt Lake City, Utah, who holds the CFP credential. Albion Financial Group reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/heath-heavy/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Albion Financial Group
- **Based in:** Salt Lake City, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $2.01B across 2,298 accounts
- **Credentials:** CFP
- **CRD:** 7503640 (https://adviserinfo.sec.gov/individual/summary/7503640)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 63 (2023), Series 65 (2021)
- **Firm size:** 31 employees
- **Disclosures:** None reported
- **Website:** http://www.albionfinancial.com

## Frequently asked questions

### Is Heath Heavy a fee-only financial advisor?

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

### How does Heath charge for financial advice?

Heath's firm, Albion Financial Group, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Heath Heavy based?

Heath Heavy is based in Salt Lake City, Utah.

### What credentials does Heath Heavy hold?

Heath Heavy holds the CFP credential.

### Is Heath Heavy registered with the SEC?

Yes. Heath Heavy is registered as an investment adviser representative in UT (CRD 7503640), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Albion Financial Group manage?

Albion Financial Group reports $2.01B across 2,298 accounts in assets under management.

### How do I contact Heath Heavy?

Through Heath's website, www.albionfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7503640): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.