Micah Gibson
Heritage Oak Wealth Advisors · Santa Rosa Beach, Florida
Micah Gibson is a fee-only financial advisor at Heritage Oak Wealth Advisors in Santa Rosa Beach, Florida. Micah focuses on equity compensation, estate & legacy planning and small business owners. Heritage Oak Wealth Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to Micah →
Specialties
Who they serve
- Executives
- Founders
- Retirees
- Pre-retirees
Facts
| Firm | Heritage Oak Wealth Advisors |
|---|---|
| Based in | Santa Rosa Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $347.4M across 693 accounts |
| SEC registration | Investment adviser representative in AR, FL, TX · CRD 4705380 |
| Exams passed | Series 66 (2003) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.heritageoakwealthadvisors.com |
| Profile |
How Micah's firm compares
- Heritage Oak Wealth Advisors's average account is about $501,000, from its Form ADV (assets managed divided by 693 accounts).
Request an introduction to Micah
Tell Micah a little about what you're looking for. Micah isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Micah
Is Micah Gibson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Micah holds no broker registration, and Heritage Oak Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Micah charge for financial advice?
Micah's firm, Heritage Oak Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Micah Gibson based?
Micah Gibson is based in Santa Rosa Beach, Florida.
What does Micah specialize in?
Micah's specialties include equity compensation, estate & legacy planning, small business owners and retirement planning. Micah works with executives, founders, retirees and pre-retirees.
Is Micah Gibson registered with the SEC?
Yes. Micah Gibson is registered as an investment adviser representative in AR, FL and TX (CRD 4705380), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Oak Wealth Advisors manage?
Heritage Oak Wealth Advisors reports $347.4M across 693 accounts in assets under management.
How do I contact Micah Gibson?
Through Micah's website, www.heritageoakwealthadvisors.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 Oak 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.
See something wrong? Request a correction. Read our methodology.