Seth Maier
Heritage Oak Wealth Advisors · Santa Rosa Beach, Florida
Seth Maier is a fee-only financial advisor at Heritage Oak Wealth Advisors in Santa Rosa Beach, Florida. Seth 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 | Santa Rosa Beach, Florida |
| 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 8171149 |
| Exams passed | Series 65 (2025) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.heritageoakwealthadvisors.com |
How Seth'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 Seth
Is Seth Maier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Seth 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 Seth charge for financial advice?
Seth's firm, Heritage Oak Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Seth Maier based?
Seth Maier is based in Santa Rosa Beach, Florida.
What does Seth specialize in?
Seth's specialties include equity compensation, estate & legacy planning, small business owners and retirement planning. Seth works with executives, founders, retirees and pre-retirees.
Is Seth Maier registered with the SEC?
Yes. Seth Maier is registered as an investment adviser representative in AR (CRD 8171149), 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 Seth Maier?
Through Seth'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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