# Thomas Heald

> Thomas Heald is a fee-only financial advisor at Eads & Heald Wealth Management in Atlanta, Georgia, who holds the CFA credential. Eads & Heald Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/thomas-heald/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Eads & Heald Wealth Management
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $240.5M across 229 accounts
- **Credentials:** CFA
- **CRD:** 2251114 (https://adviserinfo.sec.gov/individual/summary/2251114)
- **SEC registration:** Investment adviser representative in GA, NC, TX
- **Exams passed:** Series 65 (1992)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.eadsheald.com

## Frequently asked questions

### Is Thomas Heald a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Eads & Heald Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Thomas charge for financial advice?

Thomas's firm, Eads & Heald Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Thomas Heald based?

Thomas Heald is based in Atlanta, Georgia.

### What credentials does Thomas Heald hold?

Thomas Heald holds the CFA credential.

### Is Thomas Heald registered with the SEC?

Yes. Thomas Heald is registered as an investment adviser representative in GA, NC and TX (CRD 2251114), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Eads & Heald Wealth Management manage?

Eads & Heald Wealth Management reports $240.5M across 229 accounts in assets under management.

### How do I contact Thomas Heald?

Through Thomas's website, www.eadsheald.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2251114): 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

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