Ryan Mendoza
Heritage Oak Wealth Advisors · Rogers, Arkansas
Ryan Mendoza is a fee-only financial advisor at Heritage Oak Wealth Advisors in Rogers, Arkansas. Ryan focuses on equity compensation, estate & legacy planning and small business owners. Heritage Oak Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Retirees
- Pre-retirees
Facts
| Firm | Heritage Oak Wealth Advisors |
|---|---|
| Based in | Rogers, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $347.4M across 693 accounts |
| SEC registration | Investment adviser representative in AR · CRD 8334580 |
| Exams passed | Series 65 (2026) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.heritageoakwealthadvisors.com |
How Ryan's firm compares
- Heritage Oak Wealth Advisors's average account is about $501,000, from its Form ADV (assets managed divided by 693 accounts).
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Questions about Ryan
Is Ryan Mendoza a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Heritage Oak Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan's firm, Heritage Oak Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Ryan Mendoza based?
Ryan Mendoza is based in Rogers, Arkansas.
What does Ryan specialize in?
Ryan's specialties include equity compensation, estate & legacy planning, small business owners and retirement planning. Ryan works with executives, founders, retirees and pre-retirees.
Is Ryan Mendoza registered with the SEC?
Yes. Ryan Mendoza is registered as an investment adviser representative in AR (CRD 8334580), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Oak Wealth Advisors manage?
Heritage Oak Wealth Advisors reports $347.4M across 693 accounts in assets under management.
How do I contact Ryan Mendoza?
Through Ryan's website, www.heritageoakwealthadvisors.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 Oak Wealth 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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