HERITAGE RETIREMENT ADVISORS, LLC

607 Cheek Sparger Road
Suite 150
Colleyville, Texas 76034
Tel: 817-503-0100

About HERITAGE RETIREMENT ADVISORS, LLC

HERITAGE RETIREMENT ADVISORS, LLC, formally registered with the SEC as HERITAGE RETIREMENT ADVISORS, LLC. The firm was established in 05/22/2018. They have over 1 offices throughout the country.

HERITAGE RETIREMENT ADVISORS, LLC is a Colleyville, Texas based Financial Planning firm with nearly $194,525,714 assets under management, offering retirement planning & investment advisory services to 1400 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165191
SEC#	801-113257
Assets Managed by Firm	$194,525,714
No. of Clients	1400
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

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	1400	$194,525,714
Individuals (other than high net worth individuals)	238	$47,282,559
High net worth individuals	91	$147,243,155

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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