HERITAGE FINANCIAL PLANNING

10440 N. Central Expressway
Suite 1540
Dallas, Texas 75231
Tel: 214-446-2100

About HERITAGE FINANCIAL PLANNING

HERITAGE FINANCIAL PLANNING, formally registered with the SEC as HERITAGE FINANCIAL PLANNING. The firm was established in 10/03/2014. They have over 3 offices throughout the country.

HERITAGE FINANCIAL PLANNING is a Dallas, Texas based Financial Planning firm with nearly $315,102,472 assets under management, offering retirement planning & investment advisory services to 592 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131525
SEC#	801-80348
Assets Managed by Firm	$315,102,472
No. of Clients	592
No. of Advisors	5

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	592	$315,102,472
Individuals (other than high net worth individuals)	83	$50,390,608
High net worth individuals	83	$264,711,864

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