Firm
Heritage Strategic Wealth
Cary, Illinois
Fee-only
Heritage Strategic Wealth at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 3 employees and 25 individual clients, 1 of them high net worth.
- Its average account is about $1.7 million (assets it manages divided by its 27 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Cary, Illinois |
|---|---|
| Website | heritagestrategicwealth.com |
| Phone | (815) 200-9774 |
Heritage Strategic Wealth fees
Heritage Strategic 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 |
|---|---|
| Assets managed | $46 million |
| Individual clients | 24 |
| High-net-worth clients | 1 |
| Accounts managed | 27 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-134276) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 338025 |