Firm
Heritage Private Wealth
Nashville, Tennessee
Fee-only
Heritage Private Wealth at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 79 individual clients, 1 of them high net worth.
- Its average account is about $85,000 (assets it manages divided by its 168 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Nashville, Tennessee |
|---|---|
| Website | heritagepvtwealth.com |
| Phone | (615) 622-5601 |
Heritage Private Wealth fees
Heritage Private Wealth 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 · Hourly |
|---|---|
| Assets managed | $14 million |
| Individual clients | 78 |
| High-net-worth clients | 1 |
| Accounts managed | 168 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 20, 2026 |
| SEC record | CRD 328326 |