Heaton Financial, PC fees and pricing

Financial planner in Cedar City, Utah. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 13, 2026, Heaton Financial, PC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “The hourly fee for financial planning services is $200.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are paid quarterly in arrears and clients may terminate their contracts with five days’ written notice.”
“Because fees are charged in arrears, no refund policy is necessary.”
“The fees are negotiable and we may offer a discount to select friends, family, and long-term clients.”

Its hourly rate of $200 matches the Utah median of $200. 42% of the 78 other Utah planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 332
Employees: 2
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $140,139,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 134578
Website: youtube.com/channel/ucjevwf-tcu1je0ssgcbymyq (opens in new tab)
Phone: (435) 865-9991

Can advise clients in 3 states: Arizona, Texas, Utah

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.