Mary Benedict
Heritage Road Advisors · Fairhope, Alabama
Mary Benedict is a fee-only financial advisor at Heritage Road Advisors in Fairhope, Alabama. Heritage Road Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Heritage Road Advisors |
|---|---|
| Based in | Fairhope, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $21.1M across 65 accounts |
| SEC registration | Investment adviser representative in WA · CRD 2283420 |
| Exams passed | Series 63 (1992) · Series 65 (1992) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.heritageroadadvisors.com |
How Mary's firm compares
- Heritage Road Advisors's average account is about $324,000, from its Form ADV (assets managed divided by 65 accounts).
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Questions about Mary
Is Mary Benedict a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Heritage Road Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary's firm, Heritage Road Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Mary Benedict based?
Mary Benedict is based in Fairhope, Alabama.
Is Mary Benedict registered with the SEC?
Yes. Mary Benedict is registered as an investment adviser representative in WA (CRD 2283420), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Road Advisors manage?
Heritage Road Advisors reports $21.1M across 65 accounts in assets under management.
How do I contact Mary Benedict?
Through Mary's website, www.heritageroadadvisors.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
- 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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