Our mission is to help you achieve the best life possible with the money you have.
OUR FEES
At Heartwood Financial Services, we believe that value matters, and our fees and process should be transparent and simple.
Our first meeting is complimentary. We need to know if we’re a good fit for you, and if you’re a good fit for us. We want to build relationships with our clients and our goal is to know you and your unique situation so that our advice and plan is aligned with your goals, values, and is in your best interest.
We are a fee-only advisor and are not obliged to recommend products that will benefit us financially in any way. Our mission is to help you achieve the best life possible with the money you have.
| Total Assets Under Management | Annual Fee |
| Up to $300,000 | 1.25% |
| $300,001-$700,000 | 1.0% |
| $700,001-$1,300,000 | 0.85% |
| $1,300,001-$2,000,000 | 0.65% |
| Above $2,000,000 | Negotiable |
The Benefits of Working With a Fee-Only Financial Advisor
- Reduced conflicts of interest- Fee-only advisors have no financial incentive to push one product over another
- Fiduciary Commitment- a duty of loyalty and care to the client at all times providing objective financial advice based on your unique situation; transparency and unbiased advice
Our Process
Step 1: Discuss your current concerns in a complimentary consultation regarding your financial situation and determine if I’m a good fit for your needs. We will also discuss our process and fees and answer questions you may have to help you decide if Heartwood is a good fit.
What Type of Client are We Looking For?
Step 2: You’ve decided to move forward and partner with Heartwood. We begin with a deep dive into your financial picture. This is when I get to know you. I want to “walk in your shoes” during this discovery process.
What is Financial Planning?
Step 3: I’ll take the information from the discovery process, do an analysis, and carefully craft a plan specifically designed for your needs and goals.
What Makes Us Unique?
Step 4: Get started with a financial plan and/or ongoing asset management. Account set up and kick off!
What is your Investment Management Strategy?
Get Started
We invite you to stop worrying and partner with us to design your plan that will help you anticipate life transitions and help you be prepared for them!
Contact info
+1 407-878-7275
demel@myheartwood.com
brian@myheartwood.com
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