Heritage Drive Wealth Management at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 20 individual clients, 15 of them high net worth.
- Its average account is about $358,000 (assets it manages divided by its 51 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Naperville, Illinois |
|---|---|
| Website | heritagedrivewm.com |
| [email protected] | |
| Phone | (815) 293-7311 |
Questions about Heritage Drive Wealth Management
How is Heritage Drive Wealth Management paid?
Heritage Drive Wealth Management's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Heritage Drive Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Heritage Drive Wealth Management.
What is the average account at Heritage Drive Wealth Management?
Heritage Drive Wealth Management's average account is about $358,000. That's the assets on its Form ADV divided by its 51 accounts.
Heritage Drive Wealth Management fees
Heritage Drive Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Fixed fees |
|---|---|
| Assets managed | $18 million |
| Individual clients | 5 |
| High-net-worth clients | 15 |
| Accounts managed | 51 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 16, 2026 |
| SEC record | CRD 307757 |