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David Lee Hecht

Advisor at Valeo Financial Advisors, LLC — South Haven, MI

Updated today

Credentials

CFP®, Series 65

Experience

23 years

Location

South Haven, MI

Valeo Financial Advisors, LLC logo

Valeo Financial Advisors, LLC

Multi-team

Total advisors

108

Across 11 offices

Clients per advisor

28 Very Low

Avg AUM per client

$4,183,828 Very High

HNW client ratio

75% Very High

About

David Hecht is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2018. Valeo Financial Advisors is a registered investment adviser serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $13 billion in assets using strategic asset allocation and independent managers, offering comprehensive financial planning alongside a simplified model portfolio option.

Client services

Based on Valeo Financial Advisors, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Valeo Financial Advisors, LLC

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Options & derivatives strategies

Occupation focus

Based on Valeo Financial Advisors, LLC

Founder/Business Owner Retired

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Fee options

Percentage

$0 - $7,500,000: 0.50% $7,500,000 - $15,000,000: 0.25% $15,000,000 - $30,000,000: 0.125% $30,000,000+: 0.25%

Other

Minimum fee: $10,000 annual minimum fee for Personal and Institutional Advisory Services; $2,500 annual minimum fee for Valeo Essentials service Fee-only: Fees paid directly by clients; no commissions or performance-based fees charged.

Location

See office

South Haven, MI

South Haven MI

Advisors at this office

1

Most active in

Indiana · Michigan

Work history

23 years of industry experience

Valeo Financial Advisors

2018 - Present • 8 years

Indianapolis, IN

None

2016 - 2017 • 1 year

Indianapolis, IN

Oxford Financial Group, Ltd

2002 - 2017 • 15 years

Carmel, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Krista S

Series 63, Series 65

South Haven, MI

FIFTH THIRD SECURITIES, Inc.

Krista Shoemaker is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fifth Third Bank and in the restaurant industry. Outside of finance, she is involved in a hairstyling business. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers a range of investment programs via its Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
user avatar

Grace V

Series 66

South Haven, MI

Edward Jones

Grace Van Vooren is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her background includes roles in hospitality and restaurant management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment solutions and operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Paul H

Series 66

South Haven, MI

Edward Jones

Paul Hix is a financial advisor with Edward Jones in South Haven, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as President of the Greater Fennville Chamber of Commerce and is a past president of the South Haven Center for the Arts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Thomas S

Series 66

South Haven, MI

Cambridge Investment Research Advisors

Thomas Sharwarko is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 12 years of industry experience and has worked at Cambridge since 2014 and at Whiteford Wealth Management since 2013. Outside of his advisory roles, he owns a cleaning business and serves as president and board member of a non-public property management company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of investment strategies and custody arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Caleb D

CFP®, Series 63, Series 65

South Haven, MI

LPL Financial

Caleb Duckworth is a CFP®-certified financial advisor with eight years of industry experience. He is currently with LPL Financial and previously worked at Fifth Third Securities, Fifth Third Bank, and Huntington National Bank. Outside of his advisory role, Caleb is involved in real estate management and renovation activities in Michigan. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives, offering diversified advisory programs and financial planning services.

College savings (529s, UTMA, etc.)
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Stacy R

Series 63, Series 65

South Haven, MI

Cambridge Investment Research Advisors

Stacy Robinson is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Valic Financial Advisors. In addition to her advisory role, she is an independent insurance agent based in Byron Center, Michigan. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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