Firm
Heritage Oak Wealth Advisors
Santa Rosa Beach, Florida
Fee-only
Heritage Oak Wealth Advisors at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 5 advisors are listed here.
- Its Form ADV reports 11 employees and 240 individual clients, 63 of them high net worth.
- Its average account is about $501,000 (assets it manages divided by its 693 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Santa Rosa Beach, Florida |
|---|---|
| Website | heritageoakwealthadvisors.com |
| [email protected] | |
| Phone | (479) 230-3113 |
Heritage Oak Wealth Advisors fees
Heritage Oak Wealth Advisors 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 |
|---|---|
| Assets managed | $347 million |
| Individual clients | 177 |
| High-net-worth clients | 63 |
| Accounts managed | 693 |
| Employees | 11 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-126940) |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 323925 |