John Hetzel, CFA, CFP, AIFA
CRD Number: 4147688
Current Firm: Nfwm
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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pomina Wealth Management, LLC | Plano, TX | Apr 2024 - Current | < 1 |
| No Fate Bwwm, LLC | Plano, TX | Dec 2021 - Current | 2 |
| Sk Advisor Network, LLC | Plano, TX | Dec 2021 - Current | 2 |
| Beaird Harris Wealth Management, Inc. | Dallas, TX | May 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2000 |
- TX
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Total Assets Under Management105MILLIONS
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Total Number of Accounts176ACCOUNTS
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Average Account Value$599,082
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX, WA
Please find important disclosures here http://www.bh-co.com/disclosures
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