Brian Atkins
Heritage Strategic Wealth · Cary, Illinois
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.
Request an introduction to Brian →
Facts
| Firm | Heritage Strategic Wealth |
|---|---|
| Based in | Cary, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $45.7M across 27 accounts |
| SEC registration | Investment adviser representative in IL · CRD 6100366 |
| Exams passed | Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | heritagestrategicwealth.com |
| Profile |
How Brian's firm compares
- Heritage Strategic Wealth's average account is about $1.7 million, from its Form ADV (assets managed divided by 27 accounts).
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brian
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.
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
- 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.
See something wrong? Request a correction. Read our methodology.