Heath
Biller

Fiduciary Financial Advisors

CRD#7461158
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Heath Biller is a financial advisor based in Grand Rapids, Michigan, working with Fiduciary Financial Advisors. Heath has previously held positions at Mary Free Bed, Fiduciary Financial Advisors, and Spectrum Health. Heath has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Heath is part of Fiduciary Financial Advisors, which operates out of Grand Rapids, Michigan. The firm has 8 offices and 27 employees. The firm manages assets totaling $555.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Fiduciary Financial Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

124 Fulton St. East Suite 200
Grand Rapids, MI 49503

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Fiduciary Financial Advisors Brokerage Details

Total Assets Under Management

$555,420,848

MI Average: $943,424,332
Total Number of Employees

27

MI Average: 21
Total Number of Accounts

1,294

MI Average: 1,586
Average Account Size

$429,228

MI Average: $594,845

Investment Advisory Services

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

Heath Biller Work History

2021 - Present (3 years)

Fiduciary Financial Advisors

2018 - Present (6 years)

Mary Free Bed

2011 - 2018 (7 years)

Spectrum Health

Disclosures

Please visit the SEC profile of Heath Biller 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 Fiduciary Financial Advisors

Jeffrey Harley
Ventura, CA
Patrick Brunner
Grand Rapids, MI
Tyler Owczarski
Grand Rapids, MI
Timothy Ketelhut
Grand Rapids, MI
Spencer Miller
Grand Rapids, MI
Angel Escobedo
Round Rock, TX
Ethan Heiden
Grand Rapids, MI
Thomas Blower
Grand Rapids, MI

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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