Colin Leighton
Heritage Oak Wealth Advisors · Rogers, Arkansas
Colin Leighton is a fee-only financial advisor at Heritage Oak Wealth Advisors in Rogers, Arkansas. Colin focuses on equity compensation, estate & legacy planning and small business owners. Heritage Oak Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Retirees
- Pre-retirees
Facts
| Firm | Heritage Oak Wealth Advisors |
|---|---|
| Based in | Rogers, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $347.4M across 693 accounts |
| SEC registration | Investment adviser representative in AR · CRD 7237770 |
| Exams passed | Series 65 (2020) |
| Firm size | 11 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.heritageoakwealthadvisors.com |
| Profile |
How Colin's firm compares
- Heritage Oak Wealth Advisors's average account is about $501,000, from its Form ADV (assets managed divided by 693 accounts).
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Questions about Colin
Is Colin Leighton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Colin holds no broker registration, and Heritage Oak Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Colin charge for financial advice?
Colin's firm, Heritage Oak Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Colin Leighton based?
Colin Leighton is based in Rogers, Arkansas.
What does Colin specialize in?
Colin's specialties include equity compensation, estate & legacy planning, small business owners and retirement planning. Colin works with executives, founders, retirees and pre-retirees.
Is Colin Leighton registered with the SEC?
Yes. Colin Leighton is registered as an investment adviser representative in AR (CRD 7237770), 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 Oak Wealth Advisors manage?
Heritage Oak Wealth Advisors reports $347.4M across 693 accounts in assets under management.
How do I contact Colin Leighton?
Through Colin's website, www.heritageoakwealthadvisors.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 Oak 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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