# Brian Atkins

> Brian Atkins is a fee-only financial advisor at Heritage Strategic Wealth in Cary, Illinois. Heritage Strategic Wealth reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-atkins/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Heritage Strategic Wealth
- **Based in:** Cary, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $45.7M across 27 accounts
- **CRD:** 6100366 (https://adviserinfo.sec.gov/individual/summary/6100366)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2014)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://heritagestrategicwealth.com/

## Frequently asked questions

### Is Brian Atkins a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Heritage Strategic Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian's firm, Heritage Strategic Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Brian Atkins based?

Brian Atkins is based in Cary, Illinois.

### Is Brian Atkins registered with the SEC?

Yes. Brian Atkins is registered as an investment adviser representative in IL (CRD 6100366), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Heritage Strategic Wealth manage?

Heritage Strategic Wealth reports $45.7M across 27 accounts in assets under management.

### How do I contact Brian Atkins?

Through Brian's website, heritagestrategicwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6100366): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.