William Heidig
Fiscalwise · Media, Pennsylvania
William Heidig is a fee-only financial advisor at Fiscalwise in Media, Pennsylvania, who holds the CFP credential. Fiscalwise reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fiscalwise |
|---|---|
| Based in | Media, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $12M across 10 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 853465 |
| Exams passed | Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | fiscalwise.com |
| Profile |
How William's firm compares
- Fiscalwise's average account is about $1.2 million, from its Form ADV (assets managed divided by 10 accounts).
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Questions about William
Is William Heidig a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Fiscalwise reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Fiscalwise, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Heidig based?
William Heidig is based in Media, Pennsylvania.
What credentials does William Heidig hold?
William Heidig holds the CFP credential.
Is William Heidig registered with the SEC?
Yes. William Heidig is registered as an investment adviser representative in PA (CRD 853465), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fiscalwise manage?
Fiscalwise reports $12M across 10 accounts in assets under management.
How do I contact William Heidig?
Through William's website, fiscalwise.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.
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