Firm
Heritage Investment Group
Pompano Beach, Florida
Fee-only
Heritage Investment Group at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 12 advisors are listed here; 6 of 12 hold the CFP.
- Its Form ADV reports 21 employees and 894 individual clients, 444 of them high net worth.
- Its average account is about $995,000 (assets it manages divided by its 2,239 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Pompano Beach, Florida |
|---|---|
| Website | heritageinvestment.com |
| [email protected] | |
| Phone | (954) 785-5400 |
Heritage Investment Group fees
Heritage Investment Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 |
|---|---|
| Assets managed | $2.2 billion |
| Individual clients | 450 |
| High-net-worth clients | 444 |
| Accounts managed | 2,239 |
| Employees | 21 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-60396) |
| Financial planning | Offered |
| Form ADV filed | July 27, 2026 |
| SEC record | CRD 113204 |