Heritage Financial Planning

Retirement Planning Firm in Durham, NC

Firm Info
Address: 1000 Park Forty Plaza # 300, Durham, NC 27713, USA
Phone: (919) 547-7244

Firm Size
Assets Under Management: $262.5 million
# of Advisors: 4
# of Clients: 504
Client to Advisor Ratio: 126:1
Average Account Size: $520,828
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Heritage Financial Planning Overview

Heritage Financial Planning is a fee-only registered investment advisory firm that has been operating out of Dallas, Texas since 2014. As a fee-only firm, they prioritize the interests of their clients by offering investment advice only and establishing a transparent fee arrangement. This means they do not receive any commissions or kickbacks for recommending specific financial products. The firm offers a variety of services that are tailored to the needs of their clients. Their financial planning services are designed to help individuals and small businesses identify and achieve their financial goals. Their expert portfolio management services cater to both individual and institutional clients. In addition to their financial planning and portfolio management services, Heritage Financial Planning also offers educational seminars and workshops. These events are designed to educate their clients and the community at large on a variety of financial topics, such as retirement planning, tax-efficient investing, and estate planning. Overall, Heritage Financial Planning is committed to providing personalized financial advice and guidance to their clients. Their team of seasoned professionals work tirelessly to secure their clients' financial futures through a hands-on, client-centric approach.

HERITAGE FINANCIAL PLANNING provides comprehensive financial planning services catering to a wide range of clients seeking professional investment advice. Clients of this firm generally include individuals and high net worth individuals seeking personalized guidance for their financial portfolios and investments. With a proven track record of delivering bespoke financial solutions, HERITAGE FINANCIAL PLANNING has established itself as a go-to destination for clients across demographic segments. The firm adopts a flexible fee structure depending on the service being provided, with three different pricing options to choose from. Clients can opt for a percentage of assets under management (AUM) model, perfect for investment management services. Alternatively, for clients who require one-time financial advice or budget planning, hourly rates are available. And for clients who require custom financial plans, HERITAGE FINANCIAL PLANNING provides fixed fees, based on the scope of the service provided. The team at HERITAGE FINANCIAL PLANNING ensures transparency in their fee structure and tailors their services to suit their clients' financial goals, ensuring their financial well-being is of utmost priority.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Heritage Financial Planning's Asset Management Services is $10,000 if working with Steve Blankenship, $5,000 if working with Allison Geiger or Chad Smith. However, there is no minimum for clients engaging in hourly or project-based services. Clients with assets below the minimum account size may pay a higher percentage rate on their annual fees than clients with greater assets under management, and all minimum annual fees are subject to negotiation.

How This Office Can Help Durham, NC Residents

Heritage Financial Planning is a trusted financial advisory firm that provides comprehensive financial planning services to individuals and families in Durham, NC. The company assists clients in a variety of financial situations including retirement planning, investment management, estate planning, tax planning, and debt management. Someone living in Durham, NC may face unique financial challenges such as high living expenses, a diverse and growing local economy, and a volatile housing market. Heritage Financial Planning understands these challenges and helps clients develop personalized financial plans to achieve their long-term financial goals. With their team of experienced financial advisors, the company provides personalized advice that is tailored to each client's unique financial situation, ensuring that they are able to navigate the complex financial landscape of Durham, NC and ultimately achieve financial security.

To view the Minimum Investment and Fee Schedule for Heritage Financial Planning, visit their Part 2 Brochure.

Services Offered by Heritage Financial Planning

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Heritage Financial Planning most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1000 Park Forty Plaza # 300, Durham, NC 27713, USA
Phone (919) 547-7244
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 10440 N. CENTRAL EXPRESSWAY, SUITE 1120, DALLAS, TX 75231, United States

This firm has no other locations.

State Registrations

Heritage Financial Planning is registered to service clients in the following states:

  • Georgia
  • Louisiana
  • Tennessee
  • Texas

Disciplinary History

Heritage Financial Planning does not have any disclosures. Please visit it's Form ADV for more details.