William Kirk
Heritage Wealth Management · San Diego, California
William Kirk is a fee-only financial advisor at Heritage Wealth Management in San Diego, California. William focuses on retirement planning, founders (pre-exit) and tax planning. Heritage Wealth Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Heritage Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $643.4M across 226 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7700616 |
| Exams passed | Series 63 (2023) · Series 65 (2026) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | heritagewealthusa.com |
| Profile |
How William's firm compares
- Heritage Wealth Management's average account is about $2.8 million, from its Form ADV (assets managed divided by 226 accounts).
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Questions about William
Is William Kirk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Heritage Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Heritage Wealth Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is William Kirk based?
William Kirk is based in San Diego, California.
What does William specialize in?
William's specialties include retirement planning, founders (pre-exit), tax planning and estate & legacy planning.
Is William Kirk registered with the SEC?
Yes. William Kirk is registered as an investment adviser representative in CA (CRD 7700616), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Wealth Management manage?
Heritage Wealth Management reports $643.4M across 226 accounts in assets under management.
How do I contact William Kirk?
Through William's website, heritagewealthusa.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 Wealth Management 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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