Scott Heath
Heath Capital Management · Bloomfield Hills, Michigan
Scott Heath is a fee-only financial advisor at Heath Capital Management in Bloomfield Hills, Michigan, who holds the CFP credential. Scott focuses on retirement planning and estate & legacy planning. Heath Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Heath Capital Management |
|---|---|
| Based in | Bloomfield Hills, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $37M across 30 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, OH · CRD 2247925 |
| Exams passed | Series 63 (1992) · Series 65 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.heathcapitalmgmt.com |
| Profile |
How Scott's firm compares
- Heath Capital Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 30 accounts).
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Questions about Scott
Is Scott Heath a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Heath Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Scott charge for financial advice?
Scott's firm, Heath Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Scott Heath based?
Scott Heath is based in Bloomfield Hills, Michigan.
What does Scott specialize in?
Scott's specialties include retirement planning and estate & legacy planning.
What credentials does Scott Heath hold?
Scott Heath holds the CFP credential.
Is Scott Heath registered with the SEC?
Yes. Scott Heath is registered as an investment adviser representative in MI and OH (CRD 2247925), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heath Capital Management manage?
Heath Capital Management reports $37M across 30 accounts in assets under management.
How do I contact Scott Heath?
Through Scott's website, www.heathcapitalmgmt.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
- Heath Capital 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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