Firm
Heritage Asset Advisors
Houston, Texas
Fee-only
Heritage Asset Advisors at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 391 individual clients, 93 of them high net worth.
- Its average account is about $404,000 (assets it manages divided by its 759 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Houston, Texas |
|---|---|
| Website | heritageassetadvisors.com |
| Phone | (281) 966-3370 |
Heritage Asset Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.75% to 1.5% a year |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"The fee ranges from 0.75% to 1.50% of the assets under management and is negotiable." source
"The fee ranges from 0.75% to 1.50% of the assets under management and is negotiable." source
"The fee ranges from 0.75% to 1.50% of the assets under management and is negotiable." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $307 million |
| Individual clients | 298 |
| High-net-worth clients | 93 |
| Accounts managed | 759 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-67956) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 144125 |