Gregory Sandor Heller

CFP

34 Years of Experience

2 DisclosuresBroker

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth

Hcr Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

943 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$500K

Location

10866 Wilshire Blvd., Suite 1600, Los Angeles, CA, 90024

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2010

Award / Judgment

Customer Dispute

October 2009

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Gregory is the president of HCR Wealth Advisors, Inc., providing investment advisory and financial planning services, dedicating nearly full-time hours to business management and development. Gregory is also a managing member of CR Project, LLC, a real estate development business in Costa Rica, dedicating about a quarter of his time.