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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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