Amy Garza
Heritage Asset Advisors · Houston, Texas
Amy Garza is a fee-only financial advisor at Heritage Asset Advisors in Houston, Texas. Amy charges a percentage of assets (0.75%–1.5% a year of assets managed).
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Facts
| Firm | Heritage Asset Advisors |
|---|---|
| Based in | Houston, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.75%–1.5% a year of assets managed |
| Assets under management | $306.6M across 759 accounts |
| SEC registration | Investment adviser representative in TX · CRD 3207556 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.heritageassetadvisors.com |
How Amy's firm compares
- Heritage Asset Advisors's average account is about $404,000, from its Form ADV (assets managed divided by 759 accounts).
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Questions about Amy
Is Amy Garza a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Heritage Asset Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amy charge for financial advice?
Amy charges a percentage of assets.
How much does Amy charge?
According to Heritage Asset Advisors's website, checked October 30, 2026: 0.75%–1.5% a year of assets managed.
Where is Amy Garza based?
Amy Garza is based in Houston, Texas.
Is Amy Garza registered with the SEC?
Yes. Amy Garza is registered as an investment adviser representative in TX (CRD 3207556), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Asset Advisors manage?
Heritage Asset Advisors reports $306.6M across 759 accounts in assets under management.
How do I contact Amy Garza?
Through Amy's website, www.heritageassetadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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 Asset Advisors 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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