Heritage Financial Network, Inc. fees and pricing
Financial planner in Concord, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 4, 2026, Heritage Financial Network, Inc. charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“The Advisors hourly fee will be billed at a rate of $350 per hour, but may be negotiated in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Heritage Financial Network, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Pursuant to an Investment Advisory contract signed by each client, the client will pay Heritage a quarterly Investment Advisory fee, in arrears, and prorated to the end of the quarter upon inception of the account.”
- “Hourly fee-based clients are billed on a monthly basis upon completion of work performed.”
How Heritage Financial Network, Inc.’s fees compare
- Its hourly rate of $350 is above the Massachusetts median of $300. 62% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- 3 of the 3 other planners in Concord that publish an hourly rate charge less.
About Heritage Financial Network, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2012 (14 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 37
- Employees
- 1
- 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
- $85,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128532
- Phone
- (978) 371-2954
Other planners in Concord that publish fees
- Aspire Financial Advisors, Inc.Concord$250/hr, $2,500-$5,000
- Avk PartnersConcord$50-$500/hr
- Bay Colony AdvisorsConcord$150-$500/hr, $1,500-$100,000
- Cape Ann Capital, Inc.Concord$3,000
Is something on this page wrong or out of date?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.