# Mark Tekamp

> Mark Tekamp is a fee-only financial advisor at Heritage Wealth Management Group in Norfolk, Virginia. Mark focuses on retirement planning, tax planning and estate & legacy planning. Heritage Wealth Management Group reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Heritage Wealth Management Group
- **Based in:** Norfolk, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $152.2M across 460 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 1056839 (https://adviserinfo.sec.gov/individual/summary/1056839)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 63 (1982), Series 65 (2004)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.hwmgroup.com

## Frequently asked questions

### Is Mark Tekamp a fee-only financial advisor?

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

### How does Mark charge for financial advice?

Mark's firm, Heritage Wealth Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Mark Tekamp based?

Mark Tekamp is based in Norfolk, Virginia.

### What does Mark specialize in?

Mark's specialties include retirement planning, tax planning and estate & legacy planning.

### Is Mark Tekamp registered with the SEC?

Yes. Mark Tekamp is registered as an investment adviser representative in TX and VA (CRD 1056839), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Heritage Wealth Management Group manage?

Heritage Wealth Management Group reports $152.2M across 460 accounts in assets under management.

### How do I contact Mark Tekamp?

Through Mark's website, www.hwmgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1056839): 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 (https://www.hwmgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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