Stacy Heistand
Stacy Heistand is a CFP-designated registered investment advisor at Asset Strategy Retirement Plan Consultants, LLC, based in Camp Hill, PA, with 23 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 242 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.35% |
| $20M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
3425 Simpson Ferry Rd, Suite 204, Camp Hill, PA, 17011
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2025Other Business Activities
Stacy is a Senior Consultant at Asset Strategy Retirement Plan Consultants, LLC, a registered investment advisor, since 2008. This takes nearly all of Stacy's time.
Employment History
Current Registrations
Asset Strategy Retirement Plan Consultants, LLC
Previous Registrations
Asset Strategy Consultants LLC
Asset Strategy Consultants LLC
Asset Strategy Retirement Consultants, LLC
Financial Network Investment Corporation
Invesmart Advisors INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.