Michael Heflin
Yes Wealth Management · Mahtomedi, Minnesota
Michael Heflin is a fee-only financial advisor at Yes Wealth Management in Mahtomedi, Minnesota. Michael focuses on sustainable & impact investing and estate & legacy planning. Yes Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Yes Wealth Management |
|---|---|
| Based in | Mahtomedi, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $127.5M across 299 accounts |
| SEC registration | Investment adviser representative in MN · CRD 6688282 |
| Exams passed | Series 63 (2016) · Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | yeswealth.com |
How Michael's firm compares
- Yes Wealth Management's average account is about $426,000, from its Form ADV (assets managed divided by 299 accounts).
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Questions about Michael
Is Michael Heflin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Yes Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Yes Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Does Michael work with clients virtually?
Yes. Yes Wealth Management says on its website that it works with clients remotely.
Where is Michael Heflin based?
Michael Heflin is based in Mahtomedi, Minnesota.
What does Michael specialize in?
Michael's specialties include sustainable & impact investing and estate & legacy planning.
Is Michael Heflin registered with the SEC?
Yes. Michael Heflin is registered as an investment adviser representative in MN (CRD 6688282), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Yes Wealth Management manage?
Yes Wealth Management reports $127.5M across 299 accounts in assets under management.
How do I contact Michael Heflin?
Through Michael's website, yeswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mahtomedi
Other advisors in Minnesota who focus on sustainable & impact investing
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
- Yes Wealth Management 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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