FiscalWise, Inc. | Financial Advisor in Media ,PA

539 South Avenue
Media, PA 19063

About

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.

34 Years of Experience



General Information
Name of Custodial Firm:   Fidelity
States Licensed in:   PA
Number of Years with Current Firm:   13
I work with the following types of clients:   Individual Investors , Businesses


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


Qualifications & Memberships
Financial Organization Memberships:   National Association of Personal Financial Advisors (NAPFA)
Non-Financial Organization Memberships:   Rose Tree Media Optimist - President - 2009-2010
Union League of Philadelphia


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


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


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



FAQs

William Heidig, CFP

William Heidig, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant

Communities Served

PA DE
NJ

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM