Stacy Bliss
Heritage Investment Group · Pompano Beach, Florida
Stacy Bliss is a fee-only financial advisor at Heritage Investment Group in Pompano Beach, Florida. Stacy charges a percentage of assets and focuses on retirement planning and estate & legacy planning.
Request an introduction to Stacy →
Specialties
Facts
| Firm | Heritage Investment Group |
|---|---|
| Based in | Pompano Beach, Florida |
| Fee model | Percentage of assets |
| Assets under management | $2.23B across 2,239 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2069245 |
| Exams passed | Series 63 (1991) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.heritageinvestment.com |
| Profile |
How Stacy's firm compares
- Heritage Investment Group's average account is about $995,000, from its Form ADV (assets managed divided by 2,239 accounts).
Request an introduction to Stacy
Tell Stacy a little about what you're looking for. Stacy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Stacy
Is Stacy Bliss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stacy holds no broker registration, and Heritage Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stacy charge for financial advice?
Stacy charges a percentage of assets.
Where is Stacy Bliss based?
Stacy Bliss is based in Pompano Beach, Florida.
What does Stacy specialize in?
Stacy's specialties include retirement planning and estate & legacy planning.
Is Stacy Bliss registered with the SEC?
Yes. Stacy Bliss is registered as an investment adviser representative in FL (CRD 2069245), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Investment Group manage?
Heritage Investment Group reports $2.23B across 2,239 accounts in assets under management.
How do I contact Stacy Bliss?
Through Stacy's website, www.heritageinvestment.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 Investment Group 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.
See something wrong? Request a correction. Read our methodology.