Timothy Slattery
Heritage Investment Group · Pompano Beach, Florida
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.
Request an introduction to Timothy →
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, TX · CRD 2322112 |
| Exams passed | Series 63 (1996) · Series 65 (2002) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.heritageinvestment.com |
How Timothy'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 Timothy
Tell Timothy a little about what you're looking for. Timothy 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 Timothy
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.
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.