Robert Heaton
Cedar Valley Wealth Advisors · Cedar Falls, Iowa
Robert Heaton is a fee-only financial advisor at Cedar Valley Wealth Advisors in Cedar Falls, Iowa. Cedar Valley Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Cedar Valley Wealth Advisors |
|---|---|
| Based in | Cedar Falls, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $172.5M across 293 accounts |
| SEC registration | Investment adviser representative in IA · CRD 1674580 |
| Exams passed | Series 63 (1987) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cedarvalleywealth.com |
How Robert's firm compares
- Cedar Valley Wealth Advisors's average account is about $589,000, from its Form ADV (assets managed divided by 293 accounts).
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Questions about Robert
Is Robert Heaton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Cedar Valley Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Cedar Valley Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Heaton based?
Robert Heaton is based in Cedar Falls, Iowa.
Is Robert Heaton registered with the SEC?
Yes. Robert Heaton is registered as an investment adviser representative in IA (CRD 1674580), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cedar Valley Wealth Advisors manage?
Cedar Valley Wealth Advisors reports $172.5M across 293 accounts in assets under management.
How do I contact Robert Heaton?
Through Robert's website, www.cedarvalleywealth.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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