Richard Heilig
Chestnut Street Investment Counsel · Lancaster, Pennsylvania
Richard Heilig is a fee-only financial advisor at Chestnut Street Investment Counsel in Lancaster, Pennsylvania. Chestnut Street Investment Counsel reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Chestnut Street Investment Counsel |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $119.5M across 225 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4347661 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.chestnutstreetic.com |
How Richard's firm compares
- Chestnut Street Investment Counsel's average account is about $531,000, from its Form ADV (assets managed divided by 225 accounts).
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Questions about Richard
Is Richard Heilig a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Chestnut Street Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Chestnut Street Investment Counsel, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Heilig based?
Richard Heilig is based in Lancaster, Pennsylvania.
Is Richard Heilig registered with the SEC?
Yes. Richard Heilig is registered as an investment adviser representative in PA (CRD 4347661), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chestnut Street Investment Counsel manage?
Chestnut Street Investment Counsel reports $119.5M across 225 accounts in assets under management.
How do I contact Richard Heilig?
Through Richard's website, www.chestnutstreetic.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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