# Katie Tennent

> Katie Tennent is a fee-only financial advisor at Heritage Asset Advisors in Houston, Texas. Katie charges a percentage of assets (0.75%–1.5% a year of assets managed).

Page: https://find.wellspent.co/advisors/katie-tennent/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Heritage Asset Advisors
- **Based in:** Houston, Texas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.75%–1.5% a year of assets managed
- **Assets under management (firm):** $306.6M across 759 accounts
- **CRD:** 5339813 (https://adviserinfo.sec.gov/individual/summary/5339813)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2009)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.heritageassetadvisors.com

## Frequently asked questions

### Is Katie Tennent a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Katie holds no broker registration, and Heritage Asset Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Katie charge for financial advice?

Katie charges a percentage of assets.

### How much does Katie charge?

According to Heritage Asset Advisors's website, checked October 30, 2026: 0.75%–1.5% a year of assets managed.

### Where is Katie Tennent based?

Katie Tennent is based in Houston, Texas.

### Is Katie Tennent registered with the SEC?

Yes. Katie Tennent is registered as an investment adviser representative in TX (CRD 5339813), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Heritage Asset Advisors manage?

Heritage Asset Advisors reports $306.6M across 759 accounts in assets under management.

### How do I contact Katie Tennent?

Through Katie's website, www.heritageassetadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5339813): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (http://www.heritageassetadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.