Heritage Investors Management Corp fees and pricing
Financial planner in Bethesda, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Heritage Investors Management Corp charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Such consulting services are available to individuals and entities that are not clients on an hourly basis not to exceed $500 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Heritage Investors Management Corp bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In certain circumstances, the fees may be negotiable.”
- “Clients are given the option of paying the management fee by check or by having the fee deducted from the client's portfolio.”
- “Accounts initiated and terminated during a calendar quarter may be charged prorated fees.”
How Heritage Investors Management Corp’s fees compare
- Its hourly rate of $500 is above the Maryland median of $300. 85% of the 156 other Maryland planners that publish an hourly rate charge less.
- 9 of the 12 other planners in Bethesda that publish an hourly rate charge less.
About Heritage Investors Management Corp
- Firm size: 22 employees.
- Credentials named in the brochure: CFP®, CPA, and CFA.
- Founded: 1974 (52 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
- Minimum
- $15,000 minimum fee (stated in brochure)
- Clients
- 682
- Employees
- 22
- 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, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $4,632,533,441
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 110420
- Phone
- (301) 951-0440
Can advise clients in 21 states: Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New Mexico, New York, Oregon, Pennsylvania, Texas, Virginia, Vermont
Other planners in Bethesda that publish fees
- Alikos Wealth Management, LLCBethesda$100-$400/hr, $1,500-$10,000
- Arch Financial Advisors LLCBethesda$1,500-$8,000, $2,000-$20,000/yr
- Beyond Financial Planning, LLCBethesda$500/hr, $6,000-$12,000/yr
- Bontempo Ohly Capital Management, LLCBethesda$375/hr
- Family Office Research, LLCBethesda$250/hr, $5,000-$10,000
- FBB Capital PartnersBethesda$450/hr, $500
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.