What Heller Wealth Management does

Heller Wealth Management is a fee-only, fiduciary registered investment adviser (RIA) founded in 1992 and headquartered in Melville, New York, with a secondary office in Manhattan. The firm provides personalized financial planning, investment management, retirement planning, life transition advisory services, and corporate 401(k) plan management, primarily serving high-net-worth individuals, pre-retirees and retirees aged 50+, individuals navigating divorce or loss, corporate executives, and small to mid-sized businesses with 2-99 employees. The firm's stated differentiator is its proprietary "Financial Resilience" methodology, which combines evidence-based, low-cost diversified investing with comprehensive planning across cash flow, tax, estate, and life transitions, delivered through a three-stage proprietary process (Discovery, Analyze & Implement, Evolve) and a "Reservoir Strategy" for retirement income management.

The firm's business model is fee-for-service advisory revenue, with pricing not publicly disclosed and billed annually; the firm operates without commissions or product-based incentives, aligning revenue with client outcomes. Distribution is direct-to-client via in-person meetings, video calls, and a content-driven acquisition engine centered on the "Life Unlimited" podcast (200+ episodes, ~50,000 YouTube views), educational blog content, LinkedIn presence, and earned media including Wall Street Journal, Barron's, CNBC, Bloomberg, and Nasdaq MarketSite appearances. Founder Larry Heller's Forbes Best-In-State Wealth Advisors recognition for six consecutive years (2020-2025) anchors the firm's credibility. On March 31, 2026, Heller Wealth Management partnered with Savant Wealth Management, transferring approximately $550 million in AUM and transitioning the founder and his six-person leadership team to member-owners under Savant's majority employee-owned structure, with the Heller brand continuing to operate within Savant's 66-office, 26-state platform.

Name

Heller Wealth Management

Legal name

Heller Wealth Management

Website

https://hellerwealthmanagement.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

1–10 employees

Short description

Heller Wealth Management is a fee-only fiduciary RIA in Melville, NY, providing financial planning, investment management, retirement, and 401(k) advisory services primarily to high-net-worth individuals and small businesses. In March 2026, it partnered with Savant Wealth Management.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

Keywords

• Wealth management services
• Financial planning
• Investment management
• Retirement planning
• Corporate retirement plans

Headquarters

HQ city

Melville

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Fees: Fee-for-service revenue model operating as a fiduciary. Creates financial plans and manages portfolios with clients' best interests at heart, free from commissions or incentives. This aligns firm success with client outcomes.

Pricing tiers

Go-to-market motion3 records

Distribution channels1 record

Marketing channels8 records

Core offering

Heller Wealth Management is a fee-for-service fiduciary registered investment advisor that delivers personalized, concierge-style financial planning and evidence-based investment management to high-net-worth individuals and families. Service offerings span financial planning, investment management, retirement planning, life transitions planning (divorce, loss of a loved one, career changes), and corporate 401(k) plan design and fiduciary management for small to mid-sized businesses. The firm's proprietary Financial Resilience Framework and three-stage Discovery, Analyze & Implement, and Evolve process underpin all client engagements.

Product overview

Heller Wealth Management offers a comprehensive suite of wealth management services centered on financial planning and investment management. The core offering consists of Financial Planning, Investment Management, Retirement Planning, and Life Transitions Planning services, all built around the firm's proprietary financial resilience methodology. The firm also provides specialized Corporate Retirement Plans (401(k)) services for small to mid-sized businesses. Beyond direct client services, the firm extends its reach through the Life Unlimited Podcast (formerly Retire Right Podcast) and Larry Heller's book 'Retire Right'. Following the March 2026 partnership with Savant Wealth Management, Heller operates as part of the larger Savant network while maintaining its brand identity and Melville, NY headquarters.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Personalized, concierge-style financial planning service focused on building lifelong financial resilience, covering cash flow optimization, risk management, tax planning, and estate planning for high-net-worth individuals and families.
• Investment Management Evidence-based investment management grounded in Nobel Prize-winning academic research, focused on low-cost, diversified investments, strategic asset allocation, and tax-efficient strategies for high-net-worth clients.
• Retirement Planning Comprehensive retirement planning services for individuals 50 and older that build a resilient financial foundation to support their dreams and passions through retirement, applying the firm's Reservoir Strategy for retirement income.
• Life Transitions Planning Specialized financial planning services for major life events including divorce, loss of a loved one, and career changes, helping clients create financial foundations that support unique goals and prepare for life's transitions.
• Corporate Retirement Plans (401(k) Services) Comprehensive 401(k) management services for small to mid-sized businesses with 2–99 employees, including plan design, fiduciary oversight, investment management, employee education, and compliance support, supported by an educational email newsletter program with retirement calculators and planning tools.

Quantifiable outcome

• Clients report high confidence in retirement readiness and reduced market anxiety
• +1 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

One partnership is on record.

• Savant Wealth ManagementcoreStrategic or Co-development Partner · 31 March 2026Heller Wealth Management partnered with Savant Wealth Management on March 31, 2026. Founder Larry Heller and leadership team of six employees joined Savant as member-owners. The transaction brought approximately $550 million in assets under management and established Savant's second New York office in Melville. Savant operates 66 offices across 26 states with approximately $50 billion in AUM.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Buckingham Strategic Wealth: Buckingham is a national, fee-only RIA focused on evidence-based investing and comprehensive financial planning for HNW households—closely aligned with Heller's evidence-based, fiduciary model and retirement-income focus.
• Edelman Financial Services: Edelman is a national RIA offering fee-based financial planning and investment management to HNW individuals; Greg Moss worked at Edelman before joining Heller, underscoring the direct comparability of client base, fee model, and service mix.

Broad incumbents

• Savant Wealth Management: Savant is Heller's new parent platform following the March 2026 partnership and operates 66 offices across 26 states with ~$50B AUM, offering the same fiduciary, fee-only HNW wealth management and 401(k) services at much greater scale.
• Carson Group: Carson Group is a large hybrid RIA platform serving HNW clients and the advisors who serve them with financial planning, investment, and 401(k) solutions, overlapping with Heller across both consumer wealth management and corporate retirement plan services.
• Mercer Advisors: Mercer Advisors is a national RIA offering wealth management, tax, estate, and corporate trustee services to HNW individuals and families, directly comparable to Heller's holistic planning offering but at substantially greater scale.
• Focus Financial Partners: Focus Financial is a partnership of independent, fiduciary wealth management firms serving HNW clients, providing a comparable multi-affiliate RIA model and serving as a broader industry consolidator analogous to Savant's role with Heller.
• Cetera Financial Group: Cetera is a large network of independent financial professionals delivering wealth management and 401(k) services to individuals and small businesses—comparable to Heller in target segment and service mix but operating at significantly greater scale.
• Mariner Wealth Advisors: Mariner is a national fee-based RIA serving HNW families, executives, and business owners with holistic financial planning and investment management, providing a directly comparable service model to Heller with significantly larger AUM.
• Creative Planning: Creative Planning is a large, nationally recognized fee-only RIA serving HNW individuals and business owners with comprehensive financial planning, investment management, and tax services, directly comparable to Heller's concierge fiduciary offering at far greater scale.

Emerging players

• Sanctuary Wealth: Sanctuary Wealth partners with high-performing advisors to provide HNW wealth management services with shared back-office and investment resources—comparable in that it offers mid-sized RIAs a platform to scale fiduciary practices similar to Heller's Savant arrangement.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks1 record

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@HellerWealthManagement
• LinkedInlinkedin.com/company/hellerwealthmanagement
• Xx.com/hwmgmt

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Heller Wealth Management