Heartwood Financial Services

Heartwood Financial Services (CRD# 161998) is a financial advisory firm headquartered in Lake Mary, FL. They manage $31,500,000 in 158 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $199,367
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.

FL

Financial Advisors at Heartwood Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Demel I. Gonzalez
CRD#: 3068212
Sanford, FL
71
Wealthminder
score

Demel Gonzalez (CRD# 3068212) is an Investment Advisor Representative working at Heartwood Financial Services in Sanford, FL and has over 18 years of experience in the finance industry. Demel Gonzalez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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