David Holwadel
Heritage Wealth Advisors · Cincinnati, Ohio
David Holwadel is a fee-only financial advisor at Heritage Wealth Advisors in Cincinnati, Ohio, who holds the CFP credential. David focuses on retirement planning, estate & legacy planning and small business owners. Heritage Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to David →
Specialties
Facts
| Firm | Heritage Wealth Advisors |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $604.7M across 935 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 3031360 |
| Exams passed | Series 66 (1998) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.yourheritageadvisors.com |
How David's firm compares
- Heritage Wealth Advisors's average account is about $647,000, from its Form ADV (assets managed divided by 935 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David 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 David
Is David Holwadel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?
David's firm, Heritage Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Holwadel based?
David Holwadel is based in Cincinnati, Ohio.
What does David specialize in?
David's specialties include retirement planning, estate & legacy planning, small business owners and equity compensation.
What credentials does David Holwadel hold?
David Holwadel holds the CFP credential.
Is David Holwadel registered with the SEC?
Yes. David Holwadel is registered as an investment adviser representative in OH (CRD 3031360), 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 Wealth Advisors manage?
Heritage Wealth Advisors reports $604.7M across 935 accounts in assets under management.
How do I contact David Holwadel?
Through David's website, www.yourheritageadvisors.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 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.
See something wrong? Request a correction. Read our methodology.