John Hetzel, CFA, CFP, AIFA, financial advisor Dallas TX

John Hetzel, CFA, CFP, AIFA

Beaird Harris

CRD Number: 4147688
Current Firm: Beaird Harris
Compensation Model: Fee Only

John Hetzel (CRD# 4147688)joined Beaird Harris in 2012 and has been a practicing advisor in the industry since 1999. John specializes in investment research, retirement income planning and helping clients achieve their financial goals. He co-founded a fee-only investment advisory firm in 2006 and has been an advocate of our passive, structured approach to investment management since that time. He firmly believes the key to long term success is focusing on the factors that we can control and not getting distracted by those we can't.

 

John has been citied in multiple industry publications and teaches select seminars to MBA students at Southern Methodist University regarding the basics of personal finance. He founded a local non-profit organization and has been volunteering with Dallas County Divert Court helping those with substance abuse issues since 2007. He is also proud of his accomplishments as an Eagle Scout, black belt, marathoner, and ironman.

 

John is a 1999 graduate of Texas A&M University and passed his CFP® exam in 2000 and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2002. He earned his masters degree (MBA) from Southern Methodist University in 2004 and was awarded his Chartered Financial Analyst (CFA) charter in 2011 after completing the three year curriculum. He has always been committed to continued learning as evidenced by his accomplishments as a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Alternative Investment Analyst (CAIA), Certified Fund Specialist (CFS), Certified Investment Management Analyst (CIMA), Certified Foundation Fiduciary Specialist (CFFS), Accredited Investment Fiduciary Analyst™ (AIFA) and Accredited Estate Planner (AEP). He is an active member of the CFA Society of Dallas, Financial Planning Association and Dallas Estate Planning Council.

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Professional Designations
Company Name Location Dates Years
Beaird Harris Wealth Management, Inc. Dallas, TX May 2012 - Current 7
Jwa Financial Group, Inc. Dallas, TX Sep 2008 - May 2012 3
Cadence Financial Advisors Dallas, TX Sep 2006 - Sep 2008 2
Fidelity Investments Westlake, TX Apr 2001 - Sep 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2000
Contact Info for John O. Hetzel, CFA, CFP, AIFA
Phone Number: 972-503-1040
Advisor Website: http://www.bh-co.com
Registered State(s):
  • CA
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    1,072
    MILLIONS
  • Total Number of Accounts
    2,227
    ACCOUNTS
  • Average Account Value
    $481,508
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, NH, NM, OK, TX

Firm Disclaimer:

Please find important disclosures here http://www.bh-co.com/disclosures

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