HERITAGE WEALTH ADVISORS

9110 Montgomery Rd.
Cincinnati, Ohio 45242
Tel: 513-440-5475

About HERITAGE WEALTH ADVISORS

HERITAGE WEALTH ADVISORS, formally registered with the SEC as HERITAGE WEALTH ADVISORS. The firm was established in 07/15/2021. They have over 1 offices throughout the country.

HERITAGE WEALTH ADVISORS is a Cincinnati, Ohio based Financial Planning firm with nearly $496,388,920 assets under management, offering retirement planning & investment advisory services to 842 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312545
SEC#	801-121624
Assets Managed by Firm	$496,388,920
No. of Clients	842
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees
Other (FINANCIAL PLANNING FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	842	$496,388,920
Individuals (other than high net worth individuals)	96	$40,720,974
High net worth individuals	110	$455,499,715
Charitable organizations	1	$168,231

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