Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Denton
8yrs
Grace Heid has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Denton, Texas. After five years at Fidelity Personal and Workplace Advisors, Grace joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 92 advisors with offices in Denton, and one of 77 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?More experience than 52% of advisors at Strategic Advisers
OfficeDenton, TX
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Grace
(617) 563-7000Firm headquarters in Boston, MA. Ask for Grace. Denton, TXOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Grace
Tailored to Grace’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 Grace
How do I contact Grace?
Call Strategic Advisers at (617) 563-7000 and ask for Grace Heid. Grace works from the Denton, TX office.
How long has Grace been a financial advisor?
Grace has been in the industry since 2018, about 8 years. More experience than 52% of advisors at Strategic Advisers.
What licenses does Grace hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Grace a fiduciary?
Grace is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Grace paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Grace 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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