# Michael Broadhurst

> Michael Broadhurst is a fee-only financial advisor at Heritage Wealth Management Group in Norfolk, Virginia, who holds the CFP credential. Michael 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/michael-broadhurst/
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
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 1604098 (https://adviserinfo.sec.gov/individual/summary/1604098)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 63 (1987)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.hwmgroup.com

## Frequently asked questions

### Is Michael Broadhurst a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?

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

### Where is Michael Broadhurst based?

Michael Broadhurst is based in Norfolk, Virginia.

### What does Michael specialize in?

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

### What credentials does Michael Broadhurst hold?

Michael Broadhurst holds the CFP credential.

### Is Michael Broadhurst registered with the SEC?

Yes. Michael Broadhurst is registered as an investment adviser representative in VA (CRD 1604098), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### 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 Michael Broadhurst?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1604098): 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.