Eric Thomas
Heritage Financial · Gainesville, Virginia
Eric Thomas 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 Eric →
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 VA · CRD 8214883 |
| Exams passed | Series 65 (2025) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.heritagefinllc.com |
Request an introduction to Eric
Tell Eric a little about what you're looking for. Eric 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 Eric
Is Eric Thomas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric 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 Eric charge for financial advice?
Eric's firm, Heritage Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Thomas based?
Eric Thomas is based in Gainesville, Virginia.
Is Eric Thomas registered with the SEC?
Yes. Eric Thomas is registered as an investment adviser representative in VA (CRD 8214883), 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 Eric Thomas?
Through Eric'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.