Michael Broadhurst
Heritage Wealth Management Group · Norfolk, Virginia
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.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 1604098 |
| Exams passed | Series 63 (1987) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.hwmgroup.com |
How Michael'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 Michael
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.
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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