Heritage Wealth Management fees and pricing
Financial planner in Houston, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 19, 2026, Heritage Wealth Management charges a flat or project fee of $2,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$10,000
“HWM will charge a fixed fee, which ranges between $2,500 and $10,000 for comprehensive financial planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Heritage Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This fee is charged onehalf up front and one-half upon completion of the plan, with plans generally being completed within 90 days.”
- “These consultation fees are due immediately upon completion of the consultation.”
- “Fees are negotiable and can be adjusted based on the complexity of each client’s individual situation.”
How Heritage Wealth Management’s fees compare
- Its flat or project fee of $2,500-$10,000 spans the Texas median of $3,850. 69% of the 401 other Texas planners that publish a flat or project fee charge less.
- 34 of the 49 other planners in Houston that publish a flat or project fee charge less.
About Heritage Wealth Management
“Financial planning advice will typically involve providing a variety of services to clients regarding the management of their financial resources based upon an analysis of their individual needs.”
- Firm size: 6 employees.
- Registered as an adviser: 2016 (10 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
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 218
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $357,815,556
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 122394
- Phone
- (713) 871-9800
Other planners in Houston that publish fees
- Abundo WealthHouston$199/mo
- Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
- Alteris Capital Partners, LLCHouston$5,000-$25,000
- Analog Capital Ai, LLCHouston$250-$450/hr
- Analog Capital Partners LLCHouston$3,000, $1,188/yr
- Aquinas Advisors, LLCHouston$250/hr, $5,000
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.