HERITAGE ADVISORY SERVICES, INC.

Overview

Heritage Advisory Services, Inc. is a small, privately owned corporate RIA that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates primarily as a non‑discretionary adviser: clients retain trading authority while Heritage provides advice, constructs portfolios and selects outside managers when appropriate. Service delivery mixes fee models — percentage of AUM, hourly charges and fixed fees — which fits a practice that provides both ongoing portfolio oversight and standalone planning engagements. Heritage presents itself as a capital allocator, routing client capital into third‑party strategies when needed. The firm is not an active ESG investor and is organized as a domestic entity with an affiliation footprint that includes both a broker‑dealer and an insurance company, enabling access to brokerage and insurance solutions alongside advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices