Heritage Wealth Management

Wealth Management Firm in Houston, TX

Firm Info
Address: 4400 Post Oak Pkwy # 2510, Houston, TX 77027, USA
Phone: (713) 871-9800

Firm Size
Assets Under Management: $219 million
# of Advisors: 4
# of Clients: 500
Client to Advisor Ratio: 125:1
Average Account Size: $437,966
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

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 Wealth Management Overview

Heritage Wealth Management is an investment advisory firm that offers only fee-only services to its clients. Headquartered in Houston, Texas, the firm has been providing financial services since 2016. It is a registered investment advisory firm aimed at providing investment advice only to its clients. The main services offered by Heritage Wealth Management include financial planning and portfolio management for individuals and small businesses. Its financial planning services cover a broad range of areas such as retirement planning, estate planning, tax planning, and investment analysis. By offering portfolio management services, Heritage Wealth Management ensures that its clients' investments are effectively managed in a risk-controlled environment. As a fee-only advisory firm, Heritage Wealth Management offers transparent and unbiased financial services and does not rely on commissions or sales of financial products to generate revenue. Instead, it charges an agreed-upon fee for its services, thus aligning the interests of both the firm and the clients. Heritage Wealth Management's focus on providing investment advice only and fee-only services sets it apart from other financial service providers in the market.

HERITAGE WEALTH MANAGEMENT is an esteemed financial firm that caters to various types of clients to provide their specialized services. The firm offers assistance to individuals and high net worth individuals in managing their finances and investments. They provide financial planning and investment management services to help clients achieve their financial goals. HERITAGE WEALTH MANAGEMENT offers flexible fee structures to their clients, depending on the level of service required. One of their fee structures involves charging a percentage of the assets under management (AUM). Another option is an hourly fee, which is based on the time and effort put in by the financial advisor to help the client. Lastly, the firm also offers fixed fees, which are pre-determined and agreed upon by both the client and the advisor. These options provide clients with the flexibility to choose a service and fee structure that suits their needs. Overall, HERITAGE WEALTH MANAGEMENT values its clients and offers a range of unique services and fee structures to help them achieve financial success.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Heritage Wealth Management does not mention an investment minimum.

How This Office Can Help Houston, TX Residents

Heritage Wealth Management assists clients in Houston, TX, by offering customized financial planning solutions to help them meet their financial goals. The firm provides a holistic approach to wealth management, taking into account each client's unique financial situation, risk tolerance, and investment objectives. They offer services such as retirement planning, estate planning, tax planning, investment management, and more. Heritage Wealth Management also provides regular reviews to ensure that their clients' financial plans remain on track and to make adjustments when necessary. Living in Houston, TX, clients may face unique financial situations such as natural disasters, fluctuating oil prices, and a diverse economy. Heritage Wealth Management can help clients navigate through these challenges and develop a financial plan that addresses their concerns. They can also assist with tax planning strategies for those who work in the energy sector, help clients plan for a comfortable retirement, and provide guidance for those looking to manage their investments effectively. Overall, Heritage Wealth Management helps their clients achieve financial peace of mind by providing customized financial advice and solutions.

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

Services Offered by Heritage Wealth Management

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 Management 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.

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

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 4400 Post Oak Pkwy # 2510, Houston, TX 77027, USA
Phone (713) 871-9800
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Other Office Locations

This firm has no other locations.

State Registrations

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

  • Colorado
  • Louisiana
  • Texas

Disciplinary History

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