What's the value of having a financial planner?
The Answer.
Is Heritage Wealth Management a fiduciary?
At Heritage Wealth Management, we are a fee-only fiduciary firm. That means we don’t earn commissions from selling products—our only compensation comes directly from our clients. We charge a transparent percentage of the assets we manage on your behalf, known as an Assets Under Management (AUM) fee.
This structure naturally aligns our interests with yours: when your portfolio grows, our compensation grows; if your portfolio declines, so does our compensation. In other words, we succeed when you succeed. This helps eliminate conflicts of interest and ensures our advice is always objective, transparent, and focused on your best interests.
What is “fee-only” vs “fee-based” financial planning
Fee-only financial planning means the advisor is compensated solely by the client. Other “fee-based” financial advisors may receive a commission if they recommend a specific investment, mutual fund, or insurance product.
Does my location matter when working with Heritage?
We are based in Houston, Texas but we have clients from out of state and internationally. With today's technology, we can quickly communicate with our through phone calls, email, and video chat.
What is our unique approach?
The answer
How do I get started?
Our first step is an initial inquiry. Reach out to us by visiting our contact page and we’ll discuss your financial needs and how we can assist you.