Thomas Heald
Eads & Heald Wealth Management · Atlanta, Georgia
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.
Request an introduction to Thomas →
Facts
| Firm | Eads & Heald Wealth Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $240.5M across 229 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA, NC, TX · CRD 2251114 |
| Exams passed | Series 65 (1992) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.eadsheald.com |
How Thomas's firm compares
- Eads & Heald Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 229 accounts).
Request an introduction to Thomas
Tell Thomas a little about what you're looking for. Thomas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Thomas
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.
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
- 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.
See something wrong? Request a correction. Read our methodology.