HEINEKAMP FINANCIAL PLANNING & TAX SERVICE LLC

Overview

Heinekamp Financial Planning & Tax Service LLC is a small, owner-operated wealth advisory firm that focuses on individual and family clients, with service lines built around financial planning and portfolio management for individuals and small businesses. The firm charges a mix of fee models — percentage of assets under management, hourly fees, and fixed fees — and appears to run primarily discretionary mandates, given the parity between total and discretionary assets. Investment posture tilts toward equities: exchange-traded instruments are the dominant allocation type and represent the largest pool of managed assets. The firm maintains relationships with a broker-dealer and insurance carriers, which supports its access to both securities and insurance-based products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices