Liza Heisey
Master's Wealth Management · Leola, Pennsylvania
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.
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Facts
| Firm | Master's Wealth Management |
|---|---|
| Based in | Leola, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $589.5M across 1,540 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7947028 |
| Exams passed | Series 65 (2025) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | mastersadvisors.com |
How Liza's firm compares
- Master's Wealth Management's average account is about $383,000, from its Form ADV (assets managed divided by 1,540 accounts).
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Questions about Liza
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.
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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