Heritage Road Advisors, Inc. at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 15 individual clients, 13 of them high net worth.
- Its average account is about $324,000 (assets it manages divided by its 65 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| [email protected] | |
| Phone | (425) 941-1071 |
Questions about Heritage Road Advisors, Inc.
How much does Heritage Road Advisors, Inc. charge?
Heritage Road Advisors, Inc. publishes these prices: one-time plan: from $2,800; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked November 7, 2026.
Does Heritage Road Advisors, Inc. have an account minimum?
Yes. Heritage Road Advisors, Inc. states an account minimum of $500,000. We found this on its website, checked November 7, 2026.
How is Heritage Road Advisors, Inc. paid?
Heritage Road Advisors, Inc.'s Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Heritage Road Advisors, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Heritage Road Advisors, Inc..
What is the average account at Heritage Road Advisors, Inc.?
Heritage Road Advisors, Inc.'s average account is about $324,000. That's the assets on its Form ADV divided by its 65 accounts.
What does Heritage Road Advisors, Inc. specialize in?
Heritage Road Advisors, Inc.'s advisors and website list retirement planning, tax planning, equity compensation and physicians & residents.
Is Heritage Road Advisors, Inc. accepting new clients?
Yes, according to Heritage Road Advisors, Inc.'s website, checked November 7, 2026.
Does Heritage Road Advisors, Inc. work with clients virtually?
Yes. Heritage Road Advisors, Inc.'s website says it works with clients virtually.
Heritage Road Advisors, Inc. fees
What the firm's own website says it charges, checked November 7, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,800 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · One-time plans or projects · Hourly |
In the firm's words
"$2,800-$3,500" source
"1.00%" source
"typically have minimum investable assets of $500,000" source
"either a project-based financial plan, or financial planning + investment 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 | $21 million |
| Individual clients | 2 |
| High-net-worth clients | 13 |
| Accounts managed | 65 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 305458 |