Heath
Brewer

Trumbower Financial Advisors LLC

CRD#3127453
Investment Advisor
in Bethesda, MD

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About this Advisor

Heath Brewer is a certified financial planner based in Bethesda, Maryland with 10 years of industry experience. Brewer is on the advisory team at Trumbower Financial Advisors LLC. They have spent their entire career at Trumbower Financial Advisors Llc. Brewer has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Maryland and Texas. Trumbower Financial Advisors LLC is a business headquartered in Bethesda, MD. It oversees $2 billion in total assets between its 904 accounts, making it one of the largest firms in the nation by assets under management. Of its 904 accounts, 38% are held by high-net-worth investors who have greater than $1 million in assets. Trumbower Financial Advisors LLC performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and publication of newsletters. A financial advisor's fee schedules largely are based on which service is offered. Fee types billed by Trumbower Financial Advisors LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3 Bethesda Metro Center Ste 340
Bethesda, MD 20814-5330

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Trumbower Financial Advisors LLC Brokerage Details

Total Assets Under Management

$1,479,931,186

MD Average: $6,889,882,315
Total Number of Employees

11

MD Average: 45
Total Number of Accounts

904

MD Average: 765
Average Account Size

$1,637,092

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Heath Brewer Work History

Heath has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Trumbower Financial Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Heath Brewer 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 Trumbower Financial Advisors LLC

Heath Brewer
Bethesda, MD
Brad Neumann
Bethesda, MD
Robert Speece
Bethesda, MD
Michael Perhac
Bethesda, MD
Christina Bresnan
Bethesda, MD
Victoria Trumbower
Bethesda, MD

The content in this profile was updated by SmartAsset on 4/16/2023. 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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