John Heisler
Quaker Wealth Management · Moorestown, New Jersey
John Heisler is a fee-only financial advisor at Quaker Wealth Management in Moorestown, New Jersey, who holds the CFP credential. John focuses on estate & legacy planning. Quaker Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Quaker Wealth Management |
|---|---|
| Based in | Moorestown, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $449.3M across 1,295 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 4482190 |
| Exams passed | Series 66 (2011) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.quakerwm.com |
How John's firm compares
- Quaker Wealth Management's average account is about $347,000, from its Form ADV (assets managed divided by 1,295 accounts).
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Questions about John
Is John Heisler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Quaker Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Quaker Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Heisler based?
John Heisler is based in Moorestown, New Jersey.
What does John specialize in?
John's specialties include estate & legacy planning.
What credentials does John Heisler hold?
John Heisler holds the CFP credential.
Is John Heisler registered with the SEC?
Yes. John Heisler is registered as an investment adviser representative in NJ (CRD 4482190), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Quaker Wealth Management manage?
Quaker Wealth Management reports $449.3M across 1,295 accounts in assets under management.
How do I contact John Heisler?
Through John's website, www.quakerwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Moorestown
Other advisors in New Jersey who focus on estate & legacy planning
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
- Quaker 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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