Heritage Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000

“Heritage also charges a flat fee of $1,000 for financial planning in certain circumstances.”

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

How Heritage Wealth Advisors bills

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

• “The monthly fee billed for Custom Accounts is for the first 15 days of the month in arrears and the remainder of the month in advance.”
• “The fee will be billed February 15th and the amount paid will be collected for February 1st-15th in arrears and the remaining days of the month in advance.”
• “The initial fee for a new account is charged during the first full month of service and will include the prorated days accrued from the date of the Advisory Agreement inception.”

How Heritage Wealth Advisors’ fees compare

• Its flat or project fee of $1,000 is below the Ohio median of $3,250. 12% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 4 of the 26 other planners in Cincinnati that publish a flat or project fee charge less.

About Heritage Wealth Advisors

• Firm size: 6 employees.
• Founded: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Charitable giving

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

201

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$604,683,842

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

312545

Website

yourheritageadvisors.com (opens in new tab)

Phone

(513) 440-5475

Can advise clients in 16 states: California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Michigan, North Carolina, North Dakota, Ohio, South Carolina, Tennessee, Texas

Other planners in Cincinnati that publish fees

• 1TaxfinancialCincinnati$300/hr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Ajd WealthCincinnati$500/hr, $30,000
• Benchmark Wealth ManagementCincinnati$500⁠-⁠$50,000/yr
• Crew Capital Management, LTD.Cincinnati$10,000⁠-⁠$25,000/yr
• Daymark Wealth Partners, LLCCincinnati$350/hr, $1,500⁠-⁠$10,000

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