Firm
Heritage Wealth Management
San Diego, California
Fee-only
Heritage Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 6 advisors are listed here; 3 of 6 hold the CFP.
- Its Form ADV reports 13 employees and 224 individual clients, 121 of them high net worth.
- Its average account is about $2.8 million (assets it manages divided by its 226 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Diego, California |
|---|---|
| Website | heritagewealthusa.com |
| Phone | (858) 613-9191 |
Heritage Wealth Management fees
Heritage Wealth Management 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 · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $643 million |
| Individual clients | 103 |
| High-net-worth clients | 121 |
| Accounts managed | 226 |
| Employees | 13 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-122719) |
| Financial planning | Offered |
| Form ADV filed | June 30, 2026 |
| SEC record | CRD 316956 |