HERITAGE FINANCIAL SOLUTIONS, LLC

RIASEC RegisteredEst. 2021

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 registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm serves both individual/family clients and institutional or business clients, operating primarily on a percentage-of-AUM fee model. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. Heritage is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not structured as a multi-state advisory network.