Zachary Tekamp
Heritage Wealth Management Group · Norfolk, Virginia
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.
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Specialties
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 |
| Assets under management | $152.2M across 460 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 7387894 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.hwmgroup.com |
| Profile |
How Zachary's firm compares
- Heritage Wealth Management Group's average account is about $331,000, from its Form ADV (assets managed divided by 460 accounts).
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Questions about Zachary
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.
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 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.
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