VANDERHEIDEN FINANCIAL

Overview

Vanderheiden Financial is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm operates primarily as a fee-based planner and asset manager while also functioning as an insurance broker. Its advisory work emphasizes financial planning and selecting outside advisers or managers on behalf of clients. Fee arrangements are flexible—Vanderheiden Financial uses a mix of percentage-of-AUM, hourly, fixed-fee and commission-based billing—reflecting a hybrid advisory/insurance model rather than a single fee-only approach. The firm reports acting as a capital allocator in client portfolios, but current disclosures show that capital deployment is concentrated in pooled public funds and insurance products rather than direct-stock strategies or broad alternative fund programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices