Nicklaus Mattingly
Heritage Investment Group · Tampa, Florida
Nicklaus Mattingly is a fee-only financial advisor at Heritage Investment Group in Tampa, Florida, who holds the CFP credential. Nicklaus charges a percentage of assets and focuses on retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | Heritage Investment Group |
|---|---|
| Based in | Tampa, Florida |
| Fee model | Percentage of assets |
| Assets under management | $2.23B across 2,239 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 5940782 |
| Exams passed | Series 65 (2011) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.heritageinvestment.com |
How Nicklaus's firm compares
- Heritage Investment Group's average account is about $995,000, from its Form ADV (assets managed divided by 2,239 accounts).
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Questions about Nicklaus
Is Nicklaus Mattingly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicklaus holds no broker registration, and Heritage Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicklaus charge for financial advice?
Nicklaus charges a percentage of assets.
Where is Nicklaus Mattingly based?
Nicklaus Mattingly is based in Tampa, Florida.
What does Nicklaus specialize in?
Nicklaus's specialties include retirement planning and estate & legacy planning.
What credentials does Nicklaus Mattingly hold?
Nicklaus Mattingly holds the CFP credential.
Is Nicklaus Mattingly registered with the SEC?
Yes. Nicklaus Mattingly is registered as an investment adviser representative in FL (CRD 5940782), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Investment Group manage?
Heritage Investment Group reports $2.23B across 2,239 accounts in assets under management.
How do I contact Nicklaus Mattingly?
Through Nicklaus's website, www.heritageinvestment.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 Investment 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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