Heritage Financial Solutions, LLC

RIAState Registered

Total AUM

$103M

Discretionary

$103M

100% of AUM

Avg account

$272K

Accounts

379

Employees

Advisory reps

Firm details

Headquarters: Dodge City, Kansas
CRD number: 131008
Registered since: June 21, 2021
Website: www.heritagefs.net
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM
Client types: HNWI59.11%
Individuals32.39%
Charitable Organizations5.36%
Corporations / Businesses3.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Heritage Financial Solutions, LLC is an independent, limited liability advisory firm that provides fee-based wealth management and financial planning. The firm serves individual and family clients as well as institutional clients, charging a percentage-of-assets fee. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Heritage is not positioned as a dedicated capital allocator and is not an active ESG investor.