John Heisler is a CFP-designated registered investment advisor at Quaker Wealth Management LLC, based in Moorestown, NJ, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 458 clients with $370M 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 $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
Fees are negotiable. Family CFO fees are: - **0 - $499,999** — 1.00% per year - **$500,000-$999,999** — 0.85% per year - **$1,000,000 and above** — 0.65% per year
Fee Estimator
Location
214 West Main Street, Suite L8, Moorestown, NJ, 08057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Quaker Wealth Management LLC
Previous Registrations
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Wnc Capital CorporationBroker
Chadwick Securities, INC.Broker
Anthem Securities, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.