# Nathan Burleson

> Nathan Burleson is a fee-only financial advisor at Heritage Wealth Management in Houston, Texas, who holds the CFP credential. Nathan focuses on retirement planning, tax planning and family wealth transfer. Heritage Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nathan-burleson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Heritage Wealth Management
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Assets under management (firm):** $357.8M across 803 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Family wealth transfer
- **Works with:** Retirees, Pre-retirees, Multi-generational families
- **CRD:** 7521339 (https://adviserinfo.sec.gov/individual/summary/7521339)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2022)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.heritageplanners.com

## Frequently asked questions

### Is Nathan Burleson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Heritage Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nathan charge for financial advice?

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

### How much does Nathan charge?

According to Heritage Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is Nathan Burleson based?

Nathan Burleson is based in Houston, Texas.

### What does Nathan specialize in?

Nathan's specialties include retirement planning, tax planning and family wealth transfer. Nathan works with retirees, pre-retirees and multi-generational families.

### What credentials does Nathan Burleson hold?

Nathan Burleson holds the CFP credential.

### Is Nathan Burleson registered with the SEC?

Yes. Nathan Burleson is registered as an investment adviser representative in TX (CRD 7521339), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Heritage Wealth Management manage?

Heritage Wealth Management reports $357.8M across 803 accounts in assets under management.

### How do I contact Nathan Burleson?

Through Nathan's website, www.heritageplanners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7521339): 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://heritageplanners.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.