Heritage Wealth Advisors

Retirement Planning Firm in Sewickley, PA

Firm Info
Address: 409 Broad St Suite 250, Sewickley, PA 15143, USA
Phone: (804) 643-4080

Firm Size
Assets Under Management: $3.3 billion
# of Advisors: 14
# of Clients: 1,297
Client to Advisor Ratio: 93:1
Average Account Size: $2.6 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

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

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

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

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

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Heritage Wealth Advisors Overview

Heritage Wealth Advisors is an investment advisory firm that has been in business since 2005, providing investment advice only to their clients. Their fee arrangement is fee only, which means they do not receive any commissions for the products they recommend. This ensures that their clients receive unbiased advice that is solely focused on their best interests. The headquarters of Heritage Wealth Advisors is located in Richmond, VA. Heritage Wealth Advisors offer a range of services to their clients. They provide financial planning and portfolio management services for individuals and small businesses. They understand that every client has unique needs, so they tailor their services to each client's specific circumstances and goals. Additionally, they offer pension consulting services to help clients make informed decisions about their retirement plans. Heritage Wealth Advisors also helps clients select other advisors who can assist them in various aspects of their financial lives. In addition to their investment advisory services, Heritage Wealth Advisors also provides tax preparation services. This can be particularly appealing to clients who prefer to have all their financial matters handled by a single firm. Clients can expect to receive expert advice and assistance in tax planning, preparation, and filing. Overall, Heritage Wealth Advisors is an experienced and reputable firm that offers a range of services to help clients achieve their financial goals.

HERITAGE WEALTH ADVISORS serves a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. Regardless of the client's type, HERITAGE WEALTH ADVISORS is equipped with the expertise and knowledge to cater to their unique needs and goals. HERITAGE WEALTH ADVISORS offers various fee structures to ensure that clients receive the relevant services they require. Depending on the service provided, clients can choose from a percentage of AUM, hourly fees, or fixed fees. Percentage of AUM is a fee structure where clients pay a percentage of their total assets under management. Hourly fees refer to billing clients based on the number of hours required to complete a specified task. Fixed fees are a fee structure where clients pay a predetermined amount for a specific service. HERITAGE WEALTH ADVISORS aims to provide clients with transparent pricing and fee structures that align with their investment goals.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Heritage Wealth Advisors, the investment minimum is not explicitly mentioned. There is no note about investment minimums in their brochure, indicating that the firm may not have any specific investment minimum requirement for their clients. It is possible that Heritage Wealth Advisors may work with clients of various financial backgrounds and may not have a predetermined investment minimum. However, potential clients are advised to contact the firm directly and inquire about any investment minimums if they are interested in working with them.

How This Office Can Help Sewickley, PA Residents

Heritage Wealth Advisors is a trusted financial planning and investment management firm that offers a wide range of services to clients in Sewickley, PA. The experienced team at Heritage Wealth Advisors is dedicated to helping clients achieve their financial goals and objectives, whether they are preparing for retirement, saving for their children's education, or managing their wealth. Living in Sewickley, PA, residents face unique financial challenges as the region is known for its high cost of living. Most residents living in Sewickley are professionals who earn a high income, and retiring comfortably is a primary goal for many. Heritage Wealth Advisors provides personalized advice and guidance to clients on managing their finances, which includes estate planning, investment strategies, and portfolio management. They are committed to helping clients maximize their wealth while minimizing their tax liabilities and risk to their investments. Additionally, Heritage Wealth Advisors keeps their clients informed of the ever-changing tax and legal requirements that may affect their finances.

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

Services Offered by Heritage Wealth Advisors

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 Wealth Advisors 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 409 Broad St Suite 250, Sewickley, PA 15143, USA
Phone (804) 643-4080
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 919 EAST MAIN STREET, SUITE 950, RICHMOND, VA 23219, United States

This firm has no other locations.

State Registrations

Heritage Wealth Advisors is registered to service clients in the following states:

  • California
  • Florida
  • Georgia
  • New York
  • North Carolina
  • Pennsylvania
  • Texas
  • Virginia

Disciplinary History

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