John Hetzel, CFP^®

Principal

No Fate but what we make

8105 Rasor Blvd, Ste 87
Plano, TX 75024-0345

FINANCIAL ADVISOR'S WEBSITE

www.nofatebwwm.com

(844) 954-1789 CONNECT WITH John

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

As fee-only advisors, Beaird Harris does not receive benefits from brokerage services, commissions or finder's fees. This independence allows us to remain impartial and deliver objective fiduciary advice.

Minimums

HOUSEHOLD INCOME MINIMUM

$250,000

Investable Asset Minimum

$500,000

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General

John Hetzel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at No Fate but what we make in Plano, TX and the surrounding communities.

Financial Advisor Overview

Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. Beaird Harris offers tax, accounting, business consulting, investment management, financial planning, family office and retirement plan services. Beaird Harris & Co., P.C. and Beaird Harris Wealth Management, Inc. are affiliates who operate in a collaborative team environment under the enterprise name of Beaird Harris. We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a fully coordinated solution. Beaird Harris & Co., P.C. is a Certified Public Accounting Firm. Beaird Harris Wealth Management, Inc. is a Registered Investment Advisor with the SEC.

Financial Advisor Experience

John joined Beaird Harris in 2012 and has been a practicing advisor in the industry since 1999. John specializes in investment research, retirement income planning and helping clients achieve their financial goals. He co-founded a fee-only investment advisory firm in 2006 and has been an advocate of our passive, structured approach to investment management since that time. He firmly believes the key to long term success is focusing on the factors that we can control and not getting distracted by those we can't. John has been citied in multiple industry publications and teaches select seminars to MBA students at Southern Methodist University regarding the basics of personal finance. He founded a local non-profit organization and has been volunteering with Dallas County Divert Court helping those with substance abuse issues since 2007. He is also proud of his accomplishments as an Eagle Scout, black belt, marathoner, and ironman. John is a 1999 graduate of Texas A&M University and passed his CFP® exam in 2000 and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2002. He earned his masters degree (MBA) from Southern Methodist University in 2004 and was awarded his Chartered Financial Analyst (CFA) charter in 2011 after completing the three year curriculum. He has always been committed to continued learning as evidenced by his accomplishments as a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Alternative Investment Analyst (CAIA), Certified Fund Specialist (CFS), Certified Investment Management Analyst (CIMA), Certified Foundation Fiduciary Specialist (CFFS), Accredited Investment Fiduciary Analyst™ (AIFA) and Accredited Estate Planner (AEP). He is an active member of the CFA Society of Dallas, Financial Planning Association and Dallas Estate Planning Council.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Investment Management Analyst (CIMA^®)
Chartered Financial Analyst (CFA)
Chartered Financial Consultant (ChFC^®)
Other - AEP, CFS, FRM, ChFC, CFFS, CFS

Insurance Licenses

Life insurance
Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care