HERITAGE FINANCIAL ADVISORS, LLC

RIASEC RegisteredEst. 2017

Total AUM

$188M

Discretionary

0% of AUM

Avg account

$375K

Accounts

502

Employees

Advisory reps

Firm details

Headquarters: WATERVILLE, Ohio
CRD number: 154955
Registered since: March 8, 2017
Website: heritagefa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI45.13%
Charitable Organizations30.56%
Individuals24.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Heritage Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2017. The firm serves individual and family clients and is owned by a mix of a domestic entity and an individual. Its advisory business mixes traditional wealth-planning activities — financial planning and portfolio management for individuals, small businesses and institutional/business clients — with educational seminars and workshops. Compensation is flexible and includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Heritage does not position itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or pension consulting adviser.