PlannerFees

Heritage Financial Advisors, LLC fees and pricing

Financial planner in Waterville, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 27, 2026, Heritage Financial Advisors, LLC charges $150⁠-⁠$200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$200/hr
“3 Financial Planning and Investment Consultation Services Hourly fees for financial planning and incidental investment consulting services are $150 to $200 per hour; billed in 15-minute increments (four increments per hour) and a partial increment will be treated as a whole.”

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

How Heritage Financial Advisors, LLC bills

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

  • “Fees or project balances for these services are due and payable upon delivery of the plan or advice.”
  • “Non-continuous service engagements that are greater than three months in duration will be billed quarterly, in arrears.”
  • “Fees for these services are negotiable at the discretion of a firm executive, and comparable services may be provided elsewhere potentially for a lower fee.”

How Heritage Financial Advisors, LLC’s fees compare

  • Its hourly rate of $150-$200 is below the Ohio median of $250. 18% of the 219 other Ohio planners that publish an hourly rate charge less.

About Heritage Financial Advisors, LLC

“Description of the Firm Heritage Financial Advisors, LLC provides fee-only financial planning, investment consultation and investment management services that depending upon each client's unique circumstances or specific request may be general in nature or focused on particular areas of interest or need.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Founded: 2010 (16 years).

Planning areas mentioned in the brochure

  • Estate planning
  • College planning
  • Cash flow and budgeting
  • Charitable giving

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
1.5% a year
Clients
220
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
Assets managed
$188,025,569
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
154955
Website
heritagefa.com (opens in new tab)
Phone
(419) 887-5887

Other planners in Ohio that publish fees

Compare all 564 planners in Ohio

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.