Stephen Heitzmann
Bauer Heitzmann · Colorado Springs, Colorado
Stephen Heitzmann is a fee-only financial advisor at Bauer Heitzmann in Colorado Springs, Colorado. Stephen focuses on equity compensation, founders (pre-exit) and estate & legacy planning. Bauer Heitzmann reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- Tech employees
Facts
| Firm | Bauer Heitzmann |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $205.9M across 609 accounts |
| SEC registration | Investment adviser representative in CO · CRD 5900481 |
| Exams passed | Series 66 (2012) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | bauerheitzmann.com |
| Profile |
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Questions about Stephen
Is Stephen Heitzmann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Bauer Heitzmann reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Bauer Heitzmann, reports charging a percentage of assets on its SEC Form ADV.
Where is Stephen Heitzmann based?
Stephen Heitzmann is based in Colorado Springs, Colorado.
What does Stephen specialize in?
Stephen's specialties include equity compensation, founders (pre-exit), estate & legacy planning and small business owners. Stephen works with founders and tech employees.
Is Stephen Heitzmann registered with the SEC?
Yes. Stephen Heitzmann is registered as an investment adviser representative in CO (CRD 5900481), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bauer Heitzmann manage?
Bauer Heitzmann reports $205.9M across 609 accounts in assets under management.
How do I contact Stephen Heitzmann?
Through Stephen's website, bauerheitzmann.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
- Bauer Heitzmann 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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