William Thomas Heidig
CFP®Professional Summary
William Thomas Heidig, CFP® is a registered financial advisor currently at FISCALWISE, INC. located in Media, Pennsylvania. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. William has worked at 9 firms and has passed the Series 65 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Retirement Planning
- Investment Management
- Financial Planning
Biography
At FiscalWise Financial Counsel, we provide comprehensive planning that focuses on all areas of the client's financial situation and develop a course of action to help them achieve personal goals. A comprehensive plan includes: - Analyze the client's current situation - Define the client's goals, timelines and resources - Create a plan that considers all the financial aspectsof the client's objectives - Assist the client in implementing the recommendations - Periodically review and revise the...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
48 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
AXIS FINANCIAL CONSULTING, INC. | FISCALWISE, INC.
Contact Information
Main Address
Media, PAPhone Number
(610) 891-7760# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
10AUM (Assets Under Management)
$12,000,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/6/2000)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view William Thomas Heidig's CRS (Customer Relationship Summary).
Services Offered by William
- Tax Planning
- Retirement Planning
- Investment Management
- Financial Planning
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