Robert Dwyer
Heritage Wealth Management · Houston, Texas
Robert Dwyer is a fee-only financial advisor at Heritage Wealth Management in Houston, Texas, who holds the CFP credential. Robert 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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
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 | $357.8M across 803 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2960539 |
| Exams passed | Series 63 (1997) · Series 65 (1998) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.heritageplanners.com |
| Profile |
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Questions about Robert
Is Robert Dwyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Heritage Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Robert charge?
According to Heritage Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Robert Dwyer based?
Robert Dwyer is based in Houston, Texas.
What does Robert specialize in?
Robert's specialties include retirement planning, tax planning and family wealth transfer. Robert works with retirees, pre-retirees and multi-generational families.
What credentials does Robert Dwyer hold?
Robert Dwyer holds the CFP credential.
Is Robert Dwyer registered with the SEC?
Yes. Robert Dwyer is registered as an investment adviser representative in TX (CRD 2960539), 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 Robert Dwyer?
Through Robert's website, www.heritageplanners.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 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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