Heritage Retirement Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“An hourly fee of $350 per hour is charged by HRA for financial planning services under this arrangement.”

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

How Heritage Retirement Advisors, LLC bills

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

• “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account if opened at any time other than the beginning of the billing period.”
• “Upon presentment of the invoice to you, HRA will deduct the hourly fees due HRA against your current retainer balance and you are required to pay immediately HRA any outstanding balance of hourly fees due.”
• “The financial planning services terminate upon delivery of the written financial plan or upon either party providing the other party with written notice of termination.”

How Heritage Retirement Advisors, LLC’s fees compare

• Its hourly rate of $350 is above the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.

About Heritage Retirement Advisors, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Divorce
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Minimum

No minimum stated in brochure

Clients

345

Employees

3

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

$351,068,792

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

165191

Website

heritage-retirement.com (opens in new tab)

Phone

(817) 503-0100

Other planners in Colleyville that publish fees

• Clearpoint Wealth ManagementColleyville$250/hr, $7,500⁠-⁠$10,000
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000

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