Jeffrey Thompson
Heritage Wealth Advisors · Cincinnati, Ohio
Jeffrey Thompson is a fee-only financial advisor at Heritage Wealth Advisors in Cincinnati, Ohio, who holds the CFP credential. Jeffrey 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.
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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 6374703 |
| Exams passed | Series 66 (2014) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.yourheritageadvisors.com |
How Jeffrey's firm compares
- Heritage Wealth Advisors's average account is about $647,000, from its Form ADV (assets managed divided by 935 accounts).
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Questions about Jeffrey
Is Jeffrey Thompson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?
Jeffrey's firm, Heritage Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey Thompson based?
Jeffrey Thompson is based in Cincinnati, Ohio.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning, estate & legacy planning, small business owners and equity compensation.
What credentials does Jeffrey Thompson hold?
Jeffrey Thompson holds the CFP credential.
Is Jeffrey Thompson registered with the SEC?
Yes. Jeffrey Thompson is registered as an investment adviser representative in OH (CRD 6374703), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Wealth Advisors manage?
Heritage Wealth Advisors reports $604.7M across 935 accounts in assets under management.
How do I contact Jeffrey Thompson?
Through Jeffrey'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.
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