HEISSLER FINANCIAL, LLC

Overview

Heissler Financial, LLC is a small, independent registered investment adviser that serves individual and family clients with a fee model based on a percentage of assets under management. The firm concentrates on financial planning and portfolio management for individuals and small businesses and operates with a largely non‑discretionary mandate, meaning clients retain decision authority while the adviser implements agreed plans. Investment activity centers on traditional pooled vehicles—public funds and mutual funds are the dominant holding type—supplemented by fixed‑income exposure through corporate debt and insurance‑based products such as annuities. The firm also allocates to third‑party alternative managers in specific niches: real estate, commodities, and oil & gas, indicating a willingness to use external specialists to provide diversification and income-oriented strategies rather than sourcing alternatives in-house. Heissler Financial, LLC is not positioned as an ESG investor, does not act as a pension consultant, and operates within a single state jurisdiction.

Assets & Accounts

Investments & Alternatives

Location & Offices