HERITAGE FINANCIAL ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$188,025,569
Discretionary
$0
Non-discretionary
$188,025,569
Firm details
- CRD number
- 154955
- SEC file number
- 801-110101
- Main office
- WATERVILLE, OH, United States
- Employees
- 1
- SEC status
- Approved
- Website
- HTTPS://WWW.HERITAGEFA.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.