Heritage Wealth Management Group, LTD fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$12,500

“The flat fee generally ranges between $1,000 and $12,500, and we generally charge the entirety of the flat fee at the beginning of the financial planning engagement.”

Annual fee

$1,000⁠-⁠$12,500/yr

“Adviser is compensated for its Investment Management and Comprehensive Financial Planning advisory services either by fees charged based on a client’s assets under management with Adviser or by a flat annual fee of between $1,000 and $12,500 paid semi-annually, quarterly, or monthly in advance.”

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

How Heritage Wealth Management Group, LTD bills

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

• “Fees are negotiable, and each client’s specific fee schedule is included as part of the investment advisory agreement signed by Adviser and the client.”
• “Pension consulting fees can be charged monthly, quarterly, or semi-annually in advance for ongoing pension consulting services or a one-time flat fee for project-based, one-time engagements.”
• “For ongoing services, we generally charge an ongoing flat annual fee that is paid monthly, quarterly, or semi-annually in advance, and that ranges between $1,000 to $12,500 per year.”

How Heritage Wealth Management Group, LTD’s fees compare

• Its flat or project fee of $1,000-$12,500 spans the Virginia median of $4,250. 73% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Norfolk that publish a flat or project fee charge less.
• Its annual fee of $1,000-$12,500 spans the Virginia median of $6,350. 53% of the 55 other Virginia planners that publish an annual fee charge less.

About Heritage Wealth Management Group, LTD

• Firm size: 5 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.1% a year

Clients

177

Employees

5

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$152,216,991

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

148459

Website

linkedin.com/in/zach-tekamp-cfp%C2%AE-ea-60a1b6124 (opens in new tab)

Phone

(757) 321-3725

Can advise clients in 5 states: Florida, North Carolina, Pennsylvania, Texas, Virginia

Other planners in Norfolk that publish fees

• Courage Miller Partners, LLCNorfolk$200⁠-⁠$500/hr, $2,500⁠-⁠$10,000
• Ethos Strategic InvestmentsNorfolk$350/hr, $3,500⁠-⁠$7,000
• Tomlin Financial Advisors, Inc.Norfolk$150/hr
• Wallach Planning & InvestmentsNorfolk$50/hr

Compare all 9 planners in Norfolk