HERITAGE WEALTH ADVISORS

Overview

Heritage Wealth Advisors is an independent, privately owned registered investment adviser that focuses on serving individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses, selects outside managers when appropriate, and runs educational seminars and workshops. Its fees include a mix of percentage-of-AUM and fixed-fee arrangements. Heritage presents itself as a capital allocator rather than a product manufacturer, directing client capital to third-party managers and pooled vehicles alongside traditional securities. The firm does not position itself as an ESG investor and, based on filing descriptors, does not operate as a multi-state advisory platform or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives