Patrick Shinn
Heritage Asset Advisors · Houston, Texas
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).
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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 | $306.6M across 759 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2442305 |
| Exams passed | Series 63 (1994) · Series 65 (1994) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.heritageassetadvisors.com |
How Patrick's firm compares
- Heritage Asset Advisors's average account is about $404,000, from its Form ADV (assets managed divided by 759 accounts).
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Questions about Patrick
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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 Asset Advisors 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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