Heritage Wealth Advisors
SEC RegisteredBUILD YOUR HERITAGE WITH Clarity and Purpose
About the firm
Your Heritage Advisors is a boutique investment advisory firm whose mission is to understand clients deeply and walk alongside them as they build not only a financial plan, but more importantly their legacy. The firm offers holistic planning, investment management, and relational depth, executing customized strategies through Raymond James. Advisors include CFP® professionals and fiduciaries committed to proactive, personalized guidance.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers financial planning, investment management, retirement planning, earning and saving strategies, cash flow and budget management, credit and debt management, insurance selection, employer benefits maximization, education savings, stock and mutual fund portfolio design and management, Roth and traditional IRAs, 529 plan management, tax- and cost-sensitive strategies, covered call writing, and RSU and incentive-based compensation planning.
Who they serve
Individuals and families seeking to build a financial legacy with clarity and purpose, including those who are earning and saving, planning for retirement, or managing investments.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 79 | $42M |
| High Net Worth Individuals | 122 | $562M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1 million | 1.00% |
| $1 million up to $3 million | 0.90% |
| $3 million up to $6 million | 0.80% |
| $6 million up to $10 million | 0.70% |
| $10 million and up | 0.60% |
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Heritage Wealth Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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