# Timothy Slattery

> Timothy Slattery is a fee-only financial advisor at Heritage Investment Group in Pompano Beach, Florida. Timothy charges a percentage of assets and focuses on retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/timothy-slattery/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Heritage Investment Group
- **Based in:** Pompano Beach, Florida
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $2.23B across 2,239 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 2322112 (https://adviserinfo.sec.gov/individual/summary/2322112)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (1996), Series 65 (2002)
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** https://www.heritageinvestment.com

## Frequently asked questions

### Is Timothy Slattery a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Timothy 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 Timothy charge for financial advice?

Timothy charges a percentage of assets.

### Where is Timothy Slattery based?

Timothy Slattery is based in Pompano Beach, Florida.

### What does Timothy specialize in?

Timothy's specialties include retirement planning and estate & legacy planning.

### Is Timothy Slattery registered with the SEC?

Yes. Timothy Slattery is registered as an investment adviser representative in FL and TX (CRD 2322112), 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 Timothy Slattery?

Through Timothy's website, www.heritageinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2322112): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://heritageinvestment.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.