PlannerFees

Heritage Road Advisors fees and pricing

Financial planner in Seattle, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Heritage Road Advisors charges $250 an hour and a flat or project fee of $2,000⁠-⁠$7,500 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
$250/hr
“Services are provided on an hourly fee basis at $250 per hour.”
Flat or project fee
$2,000⁠-⁠$7,500
“The fee for financial plans ranges from $2,000 to $7,500+ based on the planning time expended which ranges from 8 to 30+ hours.”

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

How Heritage Road Advisors bills

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

  • “Fees are generally negotiable and are paid as described below.”
  • “Investment Advisory Services are generally billed on a quarterly basis.”
  • “Fees are charged and collected in advance.”

How Heritage Road Advisors’ fees compare

  • Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
  • 4 of the 38 other planners in Seattle that publish an hourly rate charge less.
  • Its flat or project fee of $2,000-$7,500 spans the Washington median of $3,250. 65% of the 103 other Washington planners that publish a flat or project fee charge less.
  • 9 of the 18 other planners in Seattle that publish a flat or project fee charge less.

About Heritage Road Advisors

“Paul Henderson has been a registered Investment Advisor representative for 10+ years providing both financial planning and asset management services to individuals, trusts, and small business owners.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Estate planning
  • Business owners
  • Cash flow and budgeting

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
2% a year
Clients
15
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$21,051,440
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
305458
Website
heritageroadadvisors.com (opens in new tab)
Phone
(425) 941-1071

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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.