Heritage Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$475/hr

“At the discretion of HF, financial planning services may be done on an hourly basis with a rate of $475 per hour.”

Flat or project fee

$1,000⁠-⁠$20,000

“The arrangement is typically provided on a fixed fee basis, and the fixed fees will range from $1,000 to $20,000.”

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

How Heritage Financial LLC bills

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

• “Fees are negotiable, and may be higher or lower than this range, based on the nature of the account.”
• “Fees for financial planning may be charged in advance or in arrears, and clients may be expected to pay a portion of the financial planning fees upon engagement.”
• “Fees will be payable upon receipt of invoice from HF, or clients may elect to have financial planning fees debited from one of the investment accounts managed by HF.”

How Heritage Financial LLC’s fees compare

• Its hourly rate of $475 is above the Virginia median of $260. 92% of the 203 other Virginia planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$20,000 spans the Virginia median of $4,250. 84% of the 168 other Virginia planners that publish a flat or project fee charge less.

About Heritage Financial LLC

• Firm size: 8 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Business owners

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

350

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$407,976,663

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

285149

Website

facebook.com/heritagefinancialllc (opens in new tab)

Phone

(703) 754-1233

Can advise clients in 9 states: District of Columbia, Florida, Hawaii, Louisiana, Maryland, North Carolina, South Carolina, Texas, Virginia

Other planners in Virginia that publish fees

• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
• Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
• Acorn Financial Advisory Services, Inc.Reston$175⁠-⁠$1,295/hr, $3,750
• Activ8 Family Office LLCMclean$400/hr, $2,500⁠-⁠$100,000
• Acts Financial AdvisorsMclean$450/hr

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