HECKMAN FINANCIAL & INSURANCE SERVICES, INC.

RIASEC RegisteredEst. 2025

Total AUM

$116M

Discretionary

$116M

100% of AUM

Avg account

$206K

Accounts

565

Employees

Advisory reps

Firm details

Headquarters: SAN JOSE, California
CRD number: 111549
Registered since: May 6, 2025
Website: wealthcreator.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.85%
Individuals36.09%
Pension & Profit Sharing Plans5.31%
Corporations / Businesses0.41%
Charitable Organizations0.34%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Heckman Financial & Insurance Services, Inc. is an independent, individually owned registered investment adviser that combines advisory and insurance/accounting activities. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, pension consulting support, manager selection services, and educational seminars. It operates as a capital allocator, placing client capital with third‑party managers when appropriate, and also acts as an insurance broker and provides accounting-related services. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed‑fee engagements.