HEISNER FINANCIAL, LLC

Overview

Heisner Financial, LLC is an independent registered investment adviser focused on individuals and families, offering financial planning and portfolio management for retail clients and small businesses. The firm operates under an accounting practice, which suggests integration of tax-aware planning into its investment advice. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, giving flexibility for both ongoing advisory relationships and project-based work. Investment activity centers on public mutual funds as the dominant vehicle, supplemented by income-oriented instruments such as corporate debt and annuities. Heisner Financial reports all assets as non‑discretionary, meaning the firm primarily provides advice and implements strategies with client approval rather than trading on discretionary authority. The adviser does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices