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The fee is billed in advance.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 10 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Willner & Heller use?","answer":"Willner & Heller’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $193M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Willner & Heller have?","answer":"Willner & Heller has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 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