HERITAGE RETIREMENT ADVISORS, LLC

Overview

Heritage Retirement Advisors, LLC is an independent registered investment adviser that focuses on individual and family clients. SEC-registered in 2018 and organized as an LLC with individual ownership, the firm combines financial planning, portfolio management for individuals and small businesses, and educational seminars with insurance brokerage services. Its advisory offering is multi‑fee — percentage of AUM, hourly, fixed-fee and performance-based arrangements are used depending on the engagement — which suggests they tailor billing to planning work, ongoing portfolio oversight, and select performance-linked mandates. Investment activity shows a clear preference for publicly traded equities as the primary liquid allocation, while the firm also deploys a range of fixed income and alternative building blocks. Heritage is not an active ESG investor and is not registered as a multi-state adviser, indicating a more regionally focused client base and a straightforward investment policy emphasizing conventional diversification rather than formal ESG mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices