# HERITAGE RETIREMENT ADVISORS, LLC

HERITAGE RETIREMENT ADVISORS, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 165191
- **SEC file number:** 801-113257
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165191

## About

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.

## Questions

### 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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Last updated: 2026-06-03T20:00:00.000Z

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