Malvern Capital Management
47yrs
Top advisor by experience in Malvern
10yrs
John Heppler
Financial advisor at Vanguard Advisers
Based in Malvern, Pennsylvania, John Heppler is a fiduciary financial advisor with 10 years of industry experience. John joined Vanguard Advisers in 2017, after a year at Merrill. John holds the CFP® designation.
One of 904 advisors with offices in Malvern, and one of 739 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?More experience than 57% of advisors at Vanguard Advisers
Office100 Vanguard Blvd, Malvern, PA 19355
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$416,078
Advisors at the firm2,445
States licensed ?1 state
Services through Vanguard Advisers
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowVanguard Advisers, Inc.Current firm
- Jun 2016 – May 2017MerrillPreviously
Contact John
(610) 669-1000Vanguard Advisers main office 100 Vanguard BlvdMalvern, PA 19355Office · Get directions Firm websiteinvestor.vanguard.com/advice
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Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Vanguard Advisers at (610) 669-1000 and ask for John Heppler. John works from the Malvern, PA office.
How long has John been a financial advisor?
John has been in the industry since 2016, about 10 years. More experience than 57% of advisors at Vanguard Advisers.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Vanguard Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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