# Liza Heisey

> Liza Heisey is a fee-only financial advisor at Master's Wealth Management in Leola, Pennsylvania. Master's Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Master's Wealth Management
- **Based in:** Leola, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $589.5M across 1,540 accounts
- **CRD:** 7947028 (https://adviserinfo.sec.gov/individual/summary/7947028)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://mastersadvisors.com

## Frequently asked questions

### Is Liza Heisey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Liza holds no broker registration, and Master's Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Liza charge for financial advice?

Liza's firm, Master's Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Liza Heisey based?

Liza Heisey is based in Leola, Pennsylvania.

### Is Liza Heisey registered with the SEC?

Yes. Liza Heisey is registered as an investment adviser representative in PA (CRD 7947028), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Master's Wealth Management manage?

Master's Wealth Management reports $589.5M across 1,540 accounts in assets under management.

### How do I contact Liza Heisey?

Through Liza's website, mastersadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7947028): 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

---

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