# Ryan Heidenreich

> Ryan Heidenreich is a fee-only financial advisor at Sunpointe Investments in St. Louis, Missouri, who holds the CFP credential. Ryan focuses on tax planning, estate & legacy planning and family wealth transfer. Sunpointe Investments reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Sunpointe Investments
- **Based in:** St. Louis, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $790.7M across 1,085 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Executives, Ultra high net worth, Multi-generational families
- **CRD:** 5608881 (https://adviserinfo.sec.gov/individual/summary/5608881)
- **SEC registration:** Investment adviser representative in MO
- **Exams passed:** Series 63 (2008)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** http://www.sunpointeinvestments.com

## Frequently asked questions

### Is Ryan Heidenreich a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Sunpointe Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ryan charge for financial advice?

Ryan's firm, Sunpointe Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Ryan Heidenreich based?

Ryan Heidenreich is based in St. Louis, Missouri.

### What does Ryan specialize in?

Ryan's specialties include tax planning, estate & legacy planning and family wealth transfer. Ryan works with executives, ultra high net worth and multi-generational families.

### What credentials does Ryan Heidenreich hold?

Ryan Heidenreich holds the CFP credential.

### Is Ryan Heidenreich registered with the SEC?

Yes. Ryan Heidenreich is registered as an investment adviser representative in MO (CRD 5608881), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sunpointe Investments manage?

Sunpointe Investments reports $790.7M across 1,085 accounts in assets under management.

### How do I contact Ryan Heidenreich?

Through Ryan's website, www.sunpointeinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5608881): 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://sunpointeinvestments.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.