Robert
Eads

Eads & Heald Wealth Management

CRD#2328096
Investment Advisor
in Atlanta, GA

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About this Advisor

Robert Eads is a financial advisor based in Atlanta, Georgia, working with Eads & Heald Wealth Management. Robert has previously held a position at Eads & Heald Investment Counsel and is registered to provide services in Georgia, North Carolina, and South Carolina. Currently, Robert is part of Eads & Heald Wealth Management, which operates out of Atlanta, Georgia. The firm has 6 employees and manages assets totaling $247.7 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Eads & Heald Wealth Management includes asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2100 Riveredge Parkway, Nw Suite 760
Atlanta, GA 30328

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Eads & Heald Wealth Management Brokerage Details

Total Assets Under Management

$247,673,003

GA Average: $3,570,121,308
Total Number of Employees

6

GA Average: 58
Total Number of Accounts

258

GA Average: 1,608
Average Account Size

$959,973

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Robert Eads Work History

1987 - Present (37 years)

Eads & Heald Investment Counsel

Disclosures

Please visit the SEC profile of Robert Eads to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eads & Heald Wealth Management

Scott Stewart
Atlanta, GA
Matthew Eads
Atlanta, GA
Robert Eads
Atlanta, GA
Thomas Heald
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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