Kimber Heaton
Heaton Financial · Cedar City, Utah
Kimber Heaton is a fee-only financial advisor at Heaton Financial in Cedar City, Utah, who holds the CFP credential. Heaton Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Heaton Financial |
|---|---|
| Based in | Cedar City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $140.1M across 660 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, UT · CRD 2352325 |
| Exams passed | Series 63 (1993) · Series 65 (1995) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.heatonfinancial.com |
How Kimber's firm compares
- Heaton Financial's average account is about $212,000, from its Form ADV (assets managed divided by 660 accounts).
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Questions about Kimber
Is Kimber Heaton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimber holds no broker registration, and Heaton Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kimber charge for financial advice?
Kimber's firm, Heaton Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kimber Heaton based?
Kimber Heaton is based in Cedar City, Utah.
What credentials does Kimber Heaton hold?
Kimber Heaton holds the CFP credential.
Is Kimber Heaton registered with the SEC?
Yes. Kimber Heaton is registered as an investment adviser representative in TX and UT (CRD 2352325), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heaton Financial manage?
Heaton Financial reports $140.1M across 660 accounts in assets under management.
How do I contact Kimber Heaton?
Through Kimber's website, www.heatonfinancial.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
- 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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