Overview
Assets Under Management: $188 million
Headquarters: WATERVILLE, OH
High-Net-Worth Clients: 35
Average Client Assets: $2.4 million
Frequently Asked Questions
HERITAGE FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154955), HERITAGE FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
HERITAGE FINANCIAL ADVISORS, LLC is headquartered in WATERVILLE, OH.
HERITAGE FINANCIAL ADVISORS, LLC serves 35 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, HERITAGE FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
HERITAGE FINANCIAL ADVISORS, LLC manages $188 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, HERITAGE FINANCIAL ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.13%
Average Client Assets: $2.4 million
Total Client Accounts: 502
Non-Discretionary Accounts: 502
Regulatory Filings
CRD Number: 154955
Filing ID: 2057495
Last Filing Date: 2026-03-27 12:43:12