HERITAGE RETIREMENT ADVISORS, LLC

Heritage Retirement Advisors, LLC is an SEC-registered investment adviser in Colleyville, TX, registered since 2018. The firm manages approximately $351...

Overview

Heritage Retirement Advisors, LLC is an SEC-registered investment adviser in Colleyville, TX, registered since 2018. The firm manages approximately $351 million in assets. It has 3 employees and 3 investment advisers. HERITAGE RETIREMENT ADVISORS, LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-08, it reported 3 employees; 349 advisory accounts; services including Educational seminars and workshops, Financial planning, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses; client categories including Charitable organizations, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges, Performance-based fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.

General information

Firm type

RIA

What type of firm is Heritage Retirement Advisors, LLC?

Heritage Retirement Advisors, LLC is a registered investment advisor (RIA). As an RIA, it provides fiduciary financial advice focused on retirement planning, asset allocation, and tax-efficient strategies for individual and institutional clients.

Does Heritage Retirement Advisors publicly disclose its AUM?

No public disclosure of AUM exists for Heritage Retirement Advisors. The firm does not publish its scale in regulatory filings or marketing materials publicly accessible.

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