Mark Tekamp
Heritage Wealth Management Group · Norfolk, Virginia
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.
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Specialties
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 |
| Assets under management | $152.2M across 460 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 1056839 |
| Exams passed | Series 63 (1982) · Series 65 (2004) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.hwmgroup.com |
| Profile |
How Mark's firm compares
- Heritage Wealth Management Group's average account is about $331,000, from its Form ADV (assets managed divided by 460 accounts).
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Questions about Mark
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.
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 Management Group 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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