Meagan Roberts
Heritage Wealth Advisors · Richmond, Virginia
Meagan Roberts is a fee-only financial advisor at Heritage Wealth Advisors in Richmond, Virginia. Meagan 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 7462097 |
| Firm size | 36 employees |
| Disclosures | None reported |
| Website | www.heritagewealth.net |
| Profile |
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Questions about Meagan
Is Meagan Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Meagan 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 Meagan charge for financial advice?
Meagan's firm, Heritage Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Meagan charge?
According to Heritage Wealth Advisors's website, checked October 30, 2026: typically works with clients with $5,000,000 or more.
Where is Meagan Roberts based?
Meagan Roberts is based in Richmond, Virginia.
What does Meagan specialize in?
Meagan's specialties include family wealth transfer and tax planning. Meagan works with multi-generational families, founders, executives and ultra high net worth.
Is Meagan Roberts registered with the SEC?
Yes. Meagan Roberts is registered as an investment adviser representative in PA (CRD 7462097), 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 Meagan Roberts?
Through Meagan'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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