HERITAGE FINANCIAL ADVISORS, LLC

103 North River Road
Suite A
Waterville, Ohio 43566
Tel: 419-887-5887

About HERITAGE FINANCIAL ADVISORS, LLC

HERITAGE FINANCIAL ADVISORS, LLC, formally registered with the SEC as HERITAGE FINANCIAL ADVISORS, LLC. The firm was established in 03/08/2017. They have over 2 offices throughout the country.

HERITAGE FINANCIAL ADVISORS, LLC is a Waterville, Ohio based Financial Planning firm with nearly $156,722,034 assets under management, offering retirement planning & investment advisory services to 460 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154955
SEC#	801-110101
Assets Managed by Firm	$156,722,034
No. of Clients	460
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	460	$156,722,034
Individuals (other than high net worth individuals)	186	$38,249,975
High net worth individuals	26	$64,487,533
Charitable organizations	Fewer than 5 clients	$53,984,526

More Retirement Planning firms in Waterville, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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