HERITAGE OAK WEALTH ADVISORS

105 Garfeld St
Santa Rosa Beach, Florida 32459
Tel: (479) 230-3113

About HERITAGE OAK WEALTH ADVISORS

HERITAGE OAK WEALTH ADVISORS, formally registered with the SEC as HERITAGE OAK WEALTH ADVISORS. The firm was established in 11/28/2022. They have over 2 offices throughout the country.

HERITAGE OAK WEALTH ADVISORS is a Santa Rosa Beach, Florida based Financial Planning firm with nearly $289,910,705 assets under management, offering retirement planning & investment advisory services to 604 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323925
SEC#	801-126940
Assets Managed by Firm	$289,910,705
No. of Clients	604
No. of Advisors	5

Fee Structure

A percentage of AUM
Other (ANNUAL RETAINER FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	604	$289,910,705
Individuals (other than high net worth individuals)	169	$53,905,951
High net worth individuals	67	$235,892,776
Corporations or other businesses	2	$111,978

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