Robert Heintz
Planning Associates Wealth Management · Metairie, Louisiana
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.
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Specialties
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 | $72.3M across 263 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 1647825 |
| Exams passed | Series 63 (1987) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.planning-associates.com |
| Profile |
How Robert's firm compares
- Planning Associates Wealth Management's average account is about $275,000, from its Form ADV (assets managed divided by 263 accounts).
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Questions about Robert
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.
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
- Planning Associates 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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