John Hetzel
No Fate BWWM · Plano, Texas
John Hetzel is a fee-only financial advisor at No Fate BWWM in Plano, Texas, who holds the AEP, AIFA and CAIA credentials. No Fate BWWM reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | No Fate BWWM |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $311.9M across 662 accounts |
| Credentials | AEP · AIFA · CAIA · CFA · CFP · CFS |
| SEC registration | Investment adviser representative in TX, WA · CRD 4147688 |
| Exams passed | Series 66 (2000) |
| Firm size | 2 employees |
| Disclosures | None reported |
How John's firm compares
- No Fate BWWM's average account is about $471,000, from its Form ADV (assets managed divided by 662 accounts).
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Questions about John
Is John Hetzel a fee-only financial advisor?
Yes. John Hetzel is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by John's firm.
How does John charge for financial advice?
John's firm, No Fate BWWM, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Hetzel based?
John Hetzel is based in Plano, Texas.
What credentials does John Hetzel hold?
John Hetzel holds the AEP, AIFA, CAIA, CFA, CFP and CFS credentials.
Is John Hetzel registered with the SEC?
Yes. John Hetzel is registered as an investment adviser representative in TX and WA (CRD 4147688), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does No Fate BWWM manage?
No Fate BWWM reports $311.9M across 662 accounts in assets under management.
How do I contact John Hetzel?
Contact details aren't on file yet. Search for No Fate BWWM.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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