Vanderheiden Financial
Firm details
- Headquarters
- ,
- CRD number
- 145755
- Website
- vanderheidenfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals76.37%
- HNWI19.95%
- Pension & Profit Sharing Plans3.68%
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Vanderheiden Financial is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and offers financial planning alongside advisor selection services. It also operates as an insurance broker, which aligns with its reported use of annuity products. Vanderheiden Financial bills clients through a mix of percentage-of-AUM fees, hourly charges, fixed fees and commissions. The firm identifies as a capital allocator, reports no focus on ESG investing, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations