Fiduciary

Ethan Heiden, Fiduciary Financial Advisor

Grand Rapids, Michigan

5.0 (54 reviews)
Call (734) 855-5174 Visit website →

About

Ethan Heiden is an Accredited Investment Fiduciary and Certified in Blockchain & Digital Assets who operates as a fee-only advisor in Grand Rapids, Michigan, serving high-income professionals, business owners, and those pursuing early retirement. He provides investment management and retirement planning with a focus on tax efficiency, charging a flat annual advisory fee of 0.95% with no commissions or hidden fees, and maintains client accounts at major custodians like Schwab, Fidelity, or Altruist. His approach emphasizes proactive tax planning, comprehensive financial planning across real estate and business assets, and accessible year-round communication, targeting clients with portfolio complexity of $500,000 or more.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-4:30PM, Tuesday: Closed, Wednesday: 9AM-4:30PM, Thursday: 9AM-4:30PM, Friday: 9AM-4:30PM, Saturday: Closed
SEC registered
No
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