Heritage Wealth Management Group

Heritage Wealth Management Group at a glance

• One of 305 fee-only firms based in Virginia in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFP.
• Its Form ADV reports 5 employees and 177 individual clients, 40 of them high net worth.
• Its average account is about $331,000 (assets it manages divided by its 460 accounts).

Fee-only advisors in Virginia · What fee-only advisors charge in Virginia

Facts

Heritage Wealth Management Group fees

Heritage Wealth Management Group 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

Advisors at this firm (3)

• Mark Tekamp

• Michael Broadhurst

  CFP

• Zachary Tekamp

  CFP