Matthew Heller
HCR Wealth Advisors · Los Angeles, California
Matthew Heller is a fee-only financial advisor at HCR Wealth Advisors in Los Angeles, California. Matthew focuses on retirement planning, estate & legacy planning and tax planning. HCR Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Divorced individuals
- Founders
- Multi-generational families
Facts
| Firm | HCR Wealth Advisors |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.96B across 3,191 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7965179 |
| Exams passed | Series 65 (2024) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.hcrwealth.com |
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Questions about Matthew
Is Matthew Heller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and HCR Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, HCR Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Heller based?
Matthew Heller is based in Los Angeles, California.
What does Matthew specialize in?
Matthew's specialties include retirement planning, estate & legacy planning, tax planning, family wealth transfer, small business owners and divorce financial planning. Matthew works with retirees, divorced individuals, founders and multi-generational families.
Is Matthew Heller registered with the SEC?
Yes. Matthew Heller is registered as an investment adviser representative in CA (CRD 7965179), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HCR Wealth Advisors manage?
HCR Wealth Advisors reports $1.96B across 3,191 accounts in assets under management.
How do I contact Matthew Heller?
Through Matthew's website, www.hcrwealth.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
- HCR Wealth Advisors 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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