David Teas
Heritage Investment Group · Pompano Beach, Florida
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.
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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 · CRD 6037772 |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.heritageinvestment.com |
| Profile |
How David'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 David
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.
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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