Heritage Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$25,000

“Generally, rates range from $1,500 – $25,000 on a fixed fee basis, based on the scope and complexity of the requested services, as stipulated in the Agreement.”

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

How Heritage Wealth Management, Inc. bills

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

• “Fees may be negotiable under certain circumstances at the sole discretion of HWM.”
• “If any additional monies are owed, an invoice for services is issued on completion of the written analysis, which is payable upon receipt.”
• “At the time of termination, any prepaid fees will be prorated based on the amount of work completed by the Firm as of the date the notice of termination is received, and any unearned fees will be returned to the Client. 2.”

How Heritage Wealth Management, Inc.’s fees compare

• Its flat or project fee of $1,500-$25,000 spans the California median of $5,000. 87% of the 796 other California planners that publish a flat or project fee charge less.
• 59 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Heritage Wealth Management, Inc.

• Firm size: 13 employees.
• Registered as an adviser: 2021 (5 years).

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

1.35% a year

Clients

224

Employees

13

Works with

Individuals, high net worth individuals, pooled investment vehicles, charities, insurance companies, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers

Assets managed

$643,361,063

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

316956

Website

heritagewealthusa.com (opens in new tab)

Phone

(858) 613-9191

Can advise clients in 4 states: California, Nebraska, Texas, Utah

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