Caroline Baronian
Heritage Wealth Advisors · Richmond, Virginia
Caroline Baronian is a fee-only financial advisor at Heritage Wealth Advisors in Richmond, Virginia, who holds the CFA credential. Caroline focuses on family wealth transfer and tax planning. Heritage Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Executives
- Ultra high net worth
Facts
| Firm | Heritage Wealth Advisors |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $5,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $4.86B across 1,616 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in VA · CRD 5935423 |
| Firm size | 36 employees |
| Disclosures | None reported |
| Website | www.heritagewealth.net |
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Questions about Caroline
Is Caroline Baronian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caroline holds no broker registration, and Heritage Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caroline charge for financial advice?
Caroline's firm, Heritage Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Caroline charge?
According to Heritage Wealth Advisors's website, checked October 30, 2026: typically works with clients with $5,000,000 or more.
Where is Caroline Baronian based?
Caroline Baronian is based in Richmond, Virginia.
What does Caroline specialize in?
Caroline's specialties include family wealth transfer and tax planning. Caroline works with multi-generational families, founders, executives and ultra high net worth.
What credentials does Caroline Baronian hold?
Caroline Baronian holds the CFA credential.
Is Caroline Baronian registered with the SEC?
Yes. Caroline Baronian is registered as an investment adviser representative in VA (CRD 5935423), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Wealth Advisors manage?
Heritage Wealth Advisors reports $4.86B across 1,616 accounts in assets under management.
How do I contact Caroline Baronian?
Through Caroline's website, www.heritagewealth.net.
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 Wealth 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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