# Patrick Shinn

> Patrick Shinn is a fee-only financial advisor at Heritage Asset Advisors in Houston, Texas, who holds the CFP credential. Patrick charges a percentage of assets (0.75%–1.5% a year of assets managed).

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

## Facts

- **Firm:** Heritage Asset Advisors
- **Based in:** Houston, Texas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.75%–1.5% a year of assets managed
- **Assets under management (firm):** $306.6M across 759 accounts
- **Credentials:** CFP
- **CRD:** 2442305 (https://adviserinfo.sec.gov/individual/summary/2442305)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1994), Series 65 (1994)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.heritageassetadvisors.com

## Frequently asked questions

### Is Patrick Shinn a fee-only financial advisor?

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

### How does Patrick charge for financial advice?

Patrick charges a percentage of assets.

### How much does Patrick charge?

According to Heritage Asset Advisors's website, checked October 30, 2026: 0.75%–1.5% a year of assets managed.

### Where is Patrick Shinn based?

Patrick Shinn is based in Houston, Texas.

### What credentials does Patrick Shinn hold?

Patrick Shinn holds the CFP credential.

### Is Patrick Shinn registered with the SEC?

Yes. Patrick Shinn is registered as an investment adviser representative in TX (CRD 2442305), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Heritage Asset Advisors manage?

Heritage Asset Advisors reports $306.6M across 759 accounts in assets under management.

### How do I contact Patrick Shinn?

Through Patrick's website, www.heritageassetadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2442305): 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 (http://www.heritageassetadvisors.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.