# Robert Heintz

> Robert Heintz is a fee-only financial advisor at Planning Associates Wealth Management in Metairie, Louisiana, who holds the CFA credential. Robert focuses on retirement planning, estate & legacy planning and small business owners. Planning Associates Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-heintz/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Planning Associates Wealth Management
- **Based in:** Metairie, Louisiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $72.3M across 263 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **CRD:** 1647825 (https://adviserinfo.sec.gov/individual/summary/1647825)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1987)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.planning-associates.com

## Frequently asked questions

### Is Robert Heintz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Planning Associates Wealth Management 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, Planning Associates Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Robert Heintz based?

Robert Heintz is based in Metairie, Louisiana.

### What does Robert specialize in?

Robert's specialties include retirement planning, estate & legacy planning and small business owners.

### What credentials does Robert Heintz hold?

Robert Heintz holds the CFA credential.

### Is Robert Heintz registered with the SEC?

Yes. Robert Heintz is registered as an investment adviser representative in TX (CRD 1647825), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Planning Associates Wealth Management manage?

Planning Associates Wealth Management reports $72.3M across 263 accounts in assets under management.

### How do I contact Robert Heintz?

Through Robert's website, www.planning-associates.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1647825): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://planning-associates.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.