Firm
Heritage Capital
Woodbridge, Connecticut
Fee-only
Facts
| Based in | Woodbridge, Connecticut |
|---|---|
| Website | investfortomorrow.com |
| Phone | (203) 389-3553 |
Heritage Capital 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.
| Account minimum | $500,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Is there a minimum initial investment in any of Heritage Capital’s investment programs? Yes, $500,000." source
"one fee based on the amount of assets under management." 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 | $147 million |
| Individual clients | 78 |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 127650 |