Aaron Clarke
Heritage Financial · Gainesville, Virginia
Aaron Clarke is a fee-only financial advisor at Heritage Financial in Gainesville, Virginia, who holds the CFP credential. Heritage Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Early-career professionals
- Pre-retirees
- Retirees
Facts
| Firm | Heritage Financial |
|---|---|
| Based in | Gainesville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $408.0M across 1,507 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 6358237 |
| Exams passed | Series 66 (2016) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.heritagefinllc.com |
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Questions about Aaron
Is Aaron Clarke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Heritage Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aaron charge for financial advice?
Aaron's firm, Heritage Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Aaron Clarke based?
Aaron Clarke is based in Gainesville, Virginia.
What credentials does Aaron Clarke hold?
Aaron Clarke holds the CFP credential.
Is Aaron Clarke registered with the SEC?
Yes. Aaron Clarke is registered as an investment adviser representative in TX and VA (CRD 6358237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Heritage Financial manage?
Heritage Financial reports $408.0M across 1,507 accounts in assets under management.
How do I contact Aaron Clarke?
Through Aaron's website, www.heritagefinllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Heritage Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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