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Donald Franklin Heishman

Advisor at Acorn Financial Advisory Services, Inc. — Harrisonburg, VA

Updated today

Credentials

Series 66

Experience

9 years

Location

Harrisonburg, VA 22801

Acorn Financial Advisory Services, Inc. logo

Acorn Financial Advisory Services, Inc.

Team

Total advisors

18

Across 4 offices

Clients per advisor

144 Very High

Avg AUM per client

$459,397 Low

HNW client ratio

21% Low

About

Donald Heishman is a financial advisor with Acorn Financial Advisory Services, Inc. in Harrisonburg, VA, holding a Series 66 designation and eight years of industry experience. He previously worked at Triad Advisors, Inc. and spent nine years at Sentara Healthcare. Outside of advising, he has a minority ownership interest in a family farm. Acorn Financial Advisory Services provides personalized financial planning and investment management to a diverse client base including individuals, families, trusts, and small businesses. The firm manages approximately $1.23 billion across more than 2,300 clients with 11 advisors, offering both custom and model-based portfolios and a range of discretionary and non-discretionary management options.

Client services

Based on Acorn Financial Advisory Services, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Subadvisory portfolio management services other registered investment advisers

Expertise

Based on Acorn Financial Advisory Services, Inc.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Long-term care insurance Retirement income strategy

Occupation focus

Based on Acorn Financial Advisory Services, Inc.

Founder/Business Owner Retired Executive

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Fee options

Fixed

Financial Planning and Analysis Contract is flat fee with minimum $3,750, up to $19,950,000

Percentage

$0 - $1,000,000: 1.70% annually (0.425% quarterly) $1,000,001 - $5,000,000: 1.00% annually (0.25% quarterly) $5,000,001 - $10,000,000: 0.90% annually (0.225% quarterly) $10,000,001 - $20,000,000: 0.80% annually (0.20% quarterly) $20,000,001 - $50,000,000: 0.70% annually (0.175% quarterly) $50,000,001+: 0.60% annually (0.15% quarterly)

Commissions

Investment Adviser Representatives who are Registered Representatives of broker dealers may receive commissions for certain transactions; however, AFAS itself does not charge commissions

Project-based

Hourly rate for consultations: $625 - $1,295; Staff hourly rate: $175; minimum two-hour charge

Subscriptions

Maintenance Contract with ongoing fee (lesser than planning fee) for ongoing consultations and reviews, charged in addition to portfolio management fees

Other

Account minimum: $1,000,000 Minimum fee: Financial Planning flat fee minimum of $3,750; maximum fee up to $19,950,000 Fee-only: Fee-only financial planning and investment management; no commissions charged by AFAS

Location

See office

Harrisonburg, VA

3211 Peoples Drive Suite 110

Harrisonburg VA 22801

Advisors at this office

2

Most active in

Virginia

Work history

9 years of industry experience

The Strategic Financial Alliance, Inc.

2018 - Present • 8 years

Atlanta, GA

Acorn Financial Advisory Services, Inc.

2018 - Present • 8 years

Harrisonburg, VA

Triad Advisors, Inc.

2017 - 2018 • 1 year

Harrisonburg, VA

Sentara Healthcare

2009 - 2018 • 9 years

Harrisonburg, VA

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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Michael I

Series 65

Harrisonburg, VA

BPD Wealth Management LLC

Michael Ilagan is a financial advisor with BPD Wealth Management LLC in Harrisonburg, VA, holding a Series 65 designation and 18 years of industry experience. He is also employed as an emergency physician and partner at Harrisonburg Emergency Physicians since 2004. BPD Wealth Management provides discretionary portfolio management primarily for individual clients, with a multi-disciplinary investment approach that includes fundamental, technical, charting, and cyclical analysis. The firm manages approximately $4.56 million in discretionary assets and serves a range of client types, employing both long- and short-term trading strategies.

Active portfolio management Doctor or Medical Professional
user avatar

John G

Series 66

Harrisonburg, VA

GIRA & GIRA Investment Advisors LLC

John Gira III is a financial advisor at GIRA & GIRA Investment Advisors LLC with 17 years of industry experience. He has been with the firm since 2013 and holds a Series 66 designation. GIRA & GIRA Investment Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. The firm employs a macroeconomic approach combined with fundamental and technical analysis for portfolio construction and manages assets primarily on a discretionary basis.

Active portfolio management Options & derivatives strategies
user avatar

Andrew L

CFP®, CFA®, Series 63, Series 66

Harrisonburg, VA

Strategent Financial, LLC

Andrew Lam is a CFP® and CFA® with eight years of industry experience. He has worked at Strategent Financial, LLC since 2022 and previously spent five years at Dimensional Fund Advisors. Lam also has a background in academia from his time at the University of Virginia. Strategent Financial, LLC serves individual and family clients, as well as retirement plans, trusts, estates, and corporations. The firm focuses on strategic asset allocation and modern portfolio theory, using institutional no-load mutual funds, ETFs, and select individual securities or private funds in discretionary portfolio management and financial planning.

Charitable giving & philanthropy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

John G

Series 63, Series 65

Harrisonburg, VA

GIRA & GIRA Investment Advisors LLC

John Gira is a financial advisor with GIRA & GIRA Investment Advisors LLC in Harrisonburg, VA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with GIRA & GIRA since 2013. GIRA & GIRA Investment Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. The firm employs a macroeconomic approach combined with fundamental and technical analysis to guide portfolio construction and offers both discretionary and non-discretionary management.

Active portfolio management Options & derivatives strategies
user avatar

Debbie B

Series 65

Harrisonburg, VA

Strategent Financial, LLC

Debbie Byerly is a financial advisor at Strategent Financial, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Capitol Family Office, Inc. and Byerly Wealth Management. Outside of her advisory role, she is a group fitness instructor at Sentara Wellness Center and serves as a committee member for the Town of Bridgewater Industrial Development Authority. Strategent Financial, LLC provides wealth management and advisory services primarily to individuals and families, as well as retirement plans, trusts, and other entities. The firm employs strategic asset allocation and modern portfolio theory, focusing on low-cost funds, global diversification, and tax efficiency, while offering discretionary portfolio management and financial consulting.

Charitable giving & philanthropy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Eric B

Series 65

Bridgewater, VA

J.S. Replogle & Associates LLC

Eric Barkey is a financial advisor at J.S. Replogle & Associates LLC with 16 years of industry experience. He holds the Series 65 designation and has been with J.S. Replogle & Associates since 2018. Outside of his advisory role, he owns Barkey Notary Services, LLC, a notary business to which he dedicates up to 20 hours per week. J.S. Replogle & Associates LLC provides discretionary portfolio management and financial consulting to individual and high-net-worth clients, managing approximately $40 million across about 90 accounts. The firm combines fundamental and technical investment approaches and offers services including ongoing portfolio management and targeted consulting such as deferred charitable gift planning.

Charitable giving & philanthropy
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