Kaitlyn Kocuba
Heritage Wealth Advisors · Richmond, Virginia
Kaitlyn Kocuba is a fee-only financial advisor at Heritage Wealth Advisors in Richmond, Virginia. Kaitlyn focuses on family wealth transfer and tax planning. Heritage Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Executives
- Ultra high net worth
Facts
| Firm | Heritage Wealth Advisors |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $5,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $4.86B across 1,616 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6685850 |
| Exams passed | Series 66 (2018) |
| Firm size | 36 employees |
| Disclosures | None reported |
| Website | www.heritagewealth.net |
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Questions about Kaitlyn
Is Kaitlyn Kocuba a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kaitlyn 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 Kaitlyn charge for financial advice?
Kaitlyn's firm, Heritage Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Kaitlyn charge?
According to Heritage Wealth Advisors's website, checked October 30, 2026: typically works with clients with $5,000,000 or more.
Where is Kaitlyn Kocuba based?
Kaitlyn Kocuba is based in Richmond, Virginia.
What does Kaitlyn specialize in?
Kaitlyn's specialties include family wealth transfer and tax planning. Kaitlyn works with multi-generational families, founders, executives and ultra high net worth.
Is Kaitlyn Kocuba registered with the SEC?
Yes. Kaitlyn Kocuba is registered as an investment adviser representative in PA (CRD 6685850), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Wealth Advisors manage?
Heritage Wealth Advisors reports $4.86B across 1,616 accounts in assets under management.
How do I contact Kaitlyn Kocuba?
Through Kaitlyn's website, www.heritagewealth.net.
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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