Overview
Assets Under Management: $315 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 83
Average Client Assets: $3.2 million
Frequently Asked Questions
HERITAGE FINANCIAL PLANNING 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 #131525), HERITAGE FINANCIAL PLANNING is subject to fiduciary duty under federal law.
HERITAGE FINANCIAL PLANNING is headquartered in DALLAS, TX.
HERITAGE FINANCIAL PLANNING serves 83 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, HERITAGE FINANCIAL PLANNING offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
HERITAGE FINANCIAL PLANNING manages $315 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, HERITAGE FINANCIAL PLANNING 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: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.01%
Average Client Assets: $3.2 million
Total Client Accounts: 592
Discretionary Accounts: 592
Regulatory Filings
CRD Number: 131525
Filing ID: 1939005
Last Filing Date: 2025-02-11 17:01:00