Elizabeth Clark
Heritage Financial · Gainesville, Virginia
Elizabeth Clark is a fee-only financial advisor at Heritage Financial in Gainesville, Virginia. Heritage Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Elizabeth →
Who they serve
- Early-career professionals
- Pre-retirees
- Retirees
Facts
| Firm | Heritage Financial |
|---|---|
| Based in | Gainesville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $408.0M across 1,507 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 4993390 |
| Exams passed | Series 63 (2007) · Series 65 (2010) · Series 66 (2016) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.heritagefinllc.com |
Request an introduction to Elizabeth
Tell Elizabeth a little about what you're looking for. Elizabeth 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 Elizabeth
Is Elizabeth Clark a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and Heritage Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elizabeth charge for financial advice?
Elizabeth's firm, Heritage Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Elizabeth Clark based?
Elizabeth Clark is based in Gainesville, Virginia.
Is Elizabeth Clark registered with the SEC?
Yes. Elizabeth Clark is registered as an investment adviser representative in TX and VA (CRD 4993390), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Financial manage?
Heritage Financial reports $408.0M across 1,507 accounts in assets under management.
How do I contact Elizabeth Clark?
Through Elizabeth's website, www.heritagefinllc.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 Financial 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.