Heritage Legacy Wealth LLC fees and pricing

Financial planner in Buffalo Grove, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 13, 2026, Heritage Legacy Wealth LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Services are offered based on an hourly fee of $250 per hour.”

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

“Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous month.”
“If cash and/or securities are deposited - 2- into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

Its hourly rate of $250 is below the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
None of the 3 other planners in Buffalo Grove that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2026.

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
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 337548
Website: heritagelegacywealth.com (opens in new tab)
Phone: (847) 282-3845

Is something on this page wrong or out of date?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.