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HERITAGE FINANCIAL ADVISORS, LLC
CRD 154955 · SEC 801-110101
103 NORTH RIVER ROAD, SUITE A, WATERVILLE, OH, 43566, United States
Phone
419-887-5887
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$188.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 185 | $45.7M |
| High net worth individuals | 35 | $84.8M |
States served
OH
All web addresses on file
Official SEC filing: View on IAPD