Firm
Heaton Financial
Cedar City, Utah
Fee-only
Heaton Financial at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 332 individual clients, 31 of them high net worth.
- Its average account is about $212,000 (assets it manages divided by its 660 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Cedar City, Utah |
|---|---|
| Website | heatonfinancial.com |
| Phone | (435) 865-9991 |
Heaton Financial fees
Heaton Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $140 million |
| Individual clients | 301 |
| High-net-worth clients | 31 |
| Accounts managed | 660 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-136958) |
| Financial planning | Offered |
| Form ADV filed | August 13, 2026 |
| SEC record | CRD 134578 |