Heritage Financial Planning

Retirement Planning Firm in Atlanta, GA

Firm Info
Address: 400 Galleria Pkwy Suite 1500, Atlanta, GA 30339, USA
Phone: (404) 496-8200

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 based in Dallas, TX. The firm has been in business since 2014, providing investment advice to individuals, small businesses, and institutional clients. As a fee-only firm, Heritage Financial Planning operates on a transparent fee arrangement, where clients only pay for the advice and services they receive, rather than being subject to commissions or hidden costs. The firm offers a range of services to help clients manage their finances, including financial planning, portfolio management, and educational seminars and workshops. This includes personalized financial planning services to help clients achieve their financial goals, tailored portfolio management solutions for different types of clients, and educational seminars and workshops to help clients learn about various financial topics. By offering a range of services, Heritage Financial Planning strives to meet the unique needs of each client they serve. In addition to providing investment advice to individuals and businesses, Heritage Financial Planning is also registered to provide portfolio management services for institutional clients. This allows the firm to manage the investment portfolios of larger organizations, such as foundations, endowments, and pension funds. By leveraging their expertise and experience, Heritage Financial Planning helps these organizations achieve their specific investment goals while adhering to their risk profiles. With a focus on customized solutions and long-term results, Heritage Financial Planning aims to build lasting relationships with their clients and help them achieve financial success.

HERITAGE FINANCIAL PLANNING is dedicated to providing expert financial planning services to a wide range of clients. The firm specializes in serving individuals and high net worth individuals seeking comprehensive financial guidance to effectively manage their wealth. HERITAGE FINANCIAL PLANNING caters to clients from diverse backgrounds, varying income levels, and financial goals. Whether clients require assistance managing their finances, developing an investment strategy, or planning for their retirement, the firm offers tailored solutions to meet their unique needs. To ensure that clients receive personalized and value-driven services, HERITAGE FINANCIAL PLANNING offers flexible fee structures. Depending on the scope of services provided, clients may opt for a percentage of assets under management (AUM), hourly fees, or a fixed fee. Clients with a significant portfolio may benefit from the percentage of assets under management fee structure, where their fee determination is based on a percentage of the total managed assets. For clients seeking specific financial planning advice, the hourly fee model may be more cost-effective. HERITAGE FINANCIAL PLANNING's fixed fee structure may be an attractive option for clients seeking a more comprehensive financial strategy. The firm is committed to transparency in its fee structures and ensures that clients understand all costs associated with their services. Overall, HERITAGE FINANCIAL PLANNING offers a diverse range of fee structures that cater to the unique financial needs of each client.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Heritage Financial Planning is $10,000 for clients engaging in their Asset Management Services with Steve Blankenship, and $5,000 for those working with Allison Geiger or Chad Smith. However, clients engaging in their hourly or project-based services do not have minimums related to income, assets, net worth, length of engagement, or other conditions for engaging their services. Additionally, clients with assets below the minimum account size may pay a higher percentage rate on their annual fees than the fees paid by clients with greater assets under management. All minimum annual fees are subject to negotiation.

How This Office Can Help Atlanta, GA Residents

Heritage Financial Planning is a firm that assists clients in Atlanta, GA in all their financial needs. The firm provides customized financial planning services that cater to the specific needs of individuals, families, and businesses. The firm assists clients in creating and managing budgets, investing savings, retirement planning, college funding, estate planning, and risk management. Atlanta, GA is a bustling city with a diverse population, each with unique financial situations. With the cost of living in the city constantly on the rise, residents face the challenge of balancing their current expenses with their retirement and future goals. Many residents may have debt from student loans or mortgages, which can hinder their ability to save for their future. Heritage Financial Planning can assist these residents in creating a comprehensive financial plan that takes into account their current expenses, future goals, and debt management. Additionally, the firm can provide investment strategies to help clients grow their wealth and reach their financial goals.

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 400 Galleria Pkwy Suite 1500, Atlanta, GA 30339, USA
Phone (404) 496-8200
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.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs