Heather McClain
Deters Wealth Management · Gilbert, Arizona
Heather McClain is a fee-only financial advisor at Deters Wealth Management in Gilbert, Arizona, who holds the CFP credential. Heather charges an ongoing planning fee and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Deters Wealth Management |
|---|---|
| Based in | Gilbert, Arizona |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $343.9M across 206 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA · CRD 5094398 |
| Exams passed | Series 63 (2006) · Series 65 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.deterswealthmanagement.com |
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Questions about Heather
Is Heather McClain a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Heather holds no broker registration, and Deters Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Heather charge for financial advice?
Heather charges an ongoing planning fee.
Where is Heather McClain based?
Heather McClain is based in Gilbert, Arizona.
What does Heather specialize in?
Heather's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Heather works with retirees and pre-retirees.
What credentials does Heather McClain hold?
Heather McClain holds the CFP credential.
Is Heather McClain registered with the SEC?
Yes. Heather McClain is registered as an investment adviser representative in AZ and CA (CRD 5094398), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Deters Wealth Management manage?
Deters Wealth Management reports $343.9M across 206 accounts in assets under management.
How do I contact Heather McClain?
Through Heather's website, www.deterswealthmanagement.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
- Deters 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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