# Zachary Tekamp

> Zachary Tekamp is a fee-only financial advisor at Heritage Wealth Management Group in Norfolk, Virginia, who holds the CFP credential. Zachary focuses on retirement planning, tax planning and estate & legacy planning. Heritage Wealth Management Group reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Heritage Wealth Management Group
- **Based in:** Norfolk, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $152.2M across 460 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 7387894 (https://adviserinfo.sec.gov/individual/summary/7387894)
- **SEC registration:** Investment adviser representative in VA
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.hwmgroup.com

## Frequently asked questions

### Is Zachary Tekamp a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Heritage Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Zachary charge for financial advice?

Zachary's firm, Heritage Wealth Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Zachary Tekamp based?

Zachary Tekamp is based in Norfolk, Virginia.

### What does Zachary specialize in?

Zachary's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Zachary Tekamp hold?

Zachary Tekamp holds the CFP credential.

### Is Zachary Tekamp registered with the SEC?

Yes. Zachary Tekamp is registered as an investment adviser representative in VA (CRD 7387894), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Heritage Wealth Management Group manage?

Heritage Wealth Management Group reports $152.2M across 460 accounts in assets under management.

### How do I contact Zachary Tekamp?

Through Zachary's website, www.hwmgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7387894): 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://www.hwmgroup.com/): specialties, clients served, and fees, checked October 30, 2026

---

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