Heritage Advisors Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$300/hr

“An hourly fee in the range of $200 to $300 (depending upon the complexity of client’s situation) is charged by Heritage Advisors Group for consulting services provided under this arrangement.”

Flat or project fee

$1,000⁠-⁠$10,000

“The minimum fixed fee for Advisor’s initial financial planning services is generally $1,000, and the maximum fixed fee is generally no more than $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Heritage Advisors Group, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
• “If asset management services are commenced in the middle of a billing period, the prorated fee for the initial billing period is billed in arrears at the same time as the next full billing period’s fee is billed.”
• “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”

How Heritage Advisors Group, Inc.’s fees compare

• Its hourly rate of $200-$300 spans the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Florida median of $4,900. 61% of the 320 other Florida planners that publish a flat or project fee charge less.

About Heritage Advisors Group, Inc.

• Firm size: 5 employees.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Minimum

$50,000 in assets (stated in brochure)

Clients

148

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$87,703,097

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

307283

Website

heritage-advisors.com (opens in new tab)

Phone

(407) 702-6655

Can advise clients in 3 states: Florida, North Carolina, Texas

Other planners in Altamonte Springs that publish fees

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• Synergy Investment Management LLCAltamonte Springs$20,000
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr

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