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Featured Business Financial Advisor in Media, PA
Media Financial Advisors
FiscalWise, Inc.
539 South Avenue
Media, PA 19063
Advisor Profile
William Heidig, CFP
Name:  William Heidig, CFP

About FiscalWise, Inc.

FiscalWise was envisioned in 1984 by William 'Bill' Heidig, CFP. His experience and perspectives provide clients assurance that their best financial interests are served. The advice provided is valued many times more then the invoiced fees our loyal clients pay as retainer clients to receive our advice and service.

Our focus is to instill in our clients three clear tenets: the value of information, the value of hard work, and the value of understanding alternatives before decisions are made. All finances are interrelated. Our review of primary documents--including tax returns, estate plans, employer agreements, insurance policies, income and businesses -- helps us identify issues and consider practical solutions.

FiscalWise is truly client-centric. We meet clients without having any preconceptions about their situation. Our first objective is to know and understand our client and find out where they are, what?s important to them, where they want to be, and their willingness to make that happen.

FiscalWise continues to provide a nurturing, collaborative environment for clients, along with a fresh, new vision. To earn the trust of clients through personal integrity, confidentiality and superb attention to detail in both financial matters and personal situations is our objective.
 

General Information

I work with the following types of clients:    Businesses, Individual Investors
Number of Years with Current Firm:    13
Years of Experience in Financial Services:    34
States Willing to do Business in:    PA, DE, NJ
States Licensed in:    PA
Name of Custodial Firm:    Fidelity
CRD#:    121476
Gender:    Male
 

Education

Academic Background
 
Graduate Naval Science Institute - 1975 Penn State University, B.S. in Accounting - 1977 College for Financial Planning, Certified Financial Planner (CFP) 1984 Widener University, MBA - HMSA - 1996
 

Services

Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Alternative Investments, Options & Futures, Bonds, Mutual Funds, Stocks
I can meet clients in the following ways:    Via phone, At your office, At your home, At my office
 

Qualifications & Memberships

Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA)
Securities Licenses:    Series 65
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Non-Financial Organization Memberships:    Rose Tree Media Optimist - President - 2009-2010 Union League of Philadelphia
 

Firm Information

Advisor's Number of Clients:    22
Assets Managed by Firm:    $12,000,000
Firm's Number of Planning Clients:    22
Firm's Number of Clients:    22
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Minimum Fee Charged for Flat Fee Accounts:    $2,500
Additional Details on Charges:    A fee schedule and quote is provided for agreement.
Flat Fee Rate:    $2,500
Hourly Rate:    $250.
Fee % Based on Assets:    .8%
Compensation Methods:    Based on Assets, Flat Fee, Hourly
Minimum Portfolio Size for New Managed Accounts:    $100,000
Fee Structure:    Fee Only
 
 
 

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