Craig Chuang
Heritage Investment Group · Pompano Beach, Florida
Craig Chuang is a fee-only financial advisor at Heritage Investment Group in Pompano Beach, Florida, who holds the CFP and CFA credentials. Craig charges a percentage of assets and focuses on retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | Heritage Investment Group |
|---|---|
| Based in | Pompano Beach, Florida |
| Fee model | Percentage of assets |
| Assets under management | $2.23B across 2,239 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL, TX · CRD 2782275 |
| Exams passed | Series 63 (1999) · Series 66 (2002) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.heritageinvestment.com |
How Craig's firm compares
- Heritage Investment Group's average account is about $995,000, from its Form ADV (assets managed divided by 2,239 accounts).
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Questions about Craig
Is Craig Chuang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and Heritage Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Craig charge for financial advice?
Craig charges a percentage of assets.
Where is Craig Chuang based?
Craig Chuang is based in Pompano Beach, Florida.
What does Craig specialize in?
Craig's specialties include retirement planning and estate & legacy planning.
What credentials does Craig Chuang hold?
Craig Chuang holds the CFP and CFA credentials.
Is Craig Chuang registered with the SEC?
Yes. Craig Chuang is registered as an investment adviser representative in FL and TX (CRD 2782275), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Investment Group manage?
Heritage Investment Group reports $2.23B across 2,239 accounts in assets under management.
How do I contact Craig Chuang?
Through Craig's website, www.heritageinvestment.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 Investment Group 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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