# David Teas

> David Teas is a fee-only financial advisor at Heritage Investment Group in Pompano Beach, Florida, who holds the CFP and CFA credentials. David charges a percentage of assets and focuses on retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/david-teas/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Heritage Investment Group
- **Based in:** Pompano Beach, Florida
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $2.23B across 2,239 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 6037772 (https://adviserinfo.sec.gov/individual/summary/6037772)
- **SEC registration:** Investment adviser representative in FL
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** https://www.heritageinvestment.com

## Frequently asked questions

### Is David Teas a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?

David charges a percentage of assets.

### Where is David Teas based?

David Teas is based in Pompano Beach, Florida.

### What does David specialize in?

David's specialties include retirement planning and estate & legacy planning.

### What credentials does David Teas hold?

David Teas holds the CFP and CFA credentials.

### Is David Teas registered with the SEC?

Yes. David Teas is registered as an investment adviser representative in FL (CRD 6037772), 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 David Teas?

Through David's website, www.heritageinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6037772): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://heritageinvestment.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.