Updated November 21, 2023
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Heritage Financial Planning

Investment Advisor Firm
Total assets under management$239M
Years in business10+

About Heritage Financial Planning

Heritage Financial Planning is a financial advisory company that provides excellent and trustworthy financial advice to help clients achieve their financial goals. With an emphasis on independence, flexibility, and objectivity, the firm has committed to not selling products, ensuring that the advice provided is solely in the client's best interest.

Unlike many other fee- or commission-based financial advisory firms, Heritage Financial Planning operates on a fee-only basis. This means they do not earn third-party commissions or fees from selling products. As a fee-only fiduciary, the firm can provide unbiased advice and recommendations without conflicts of interest.

The primary focus of Heritage Financial Planning is their clients' satisfaction and peace of mind. Their services are not dependent on selling specific products or meeting sales targets. Instead, they strive to empower clients to make informed financial decisions that align with their needs and goals.

Heritage Financial Planning serves clients in the greater Dallas and surrounding areas like Fort Worth, Colleyville, Frisco, and Southlake. They offer a free initial consultation for those seeking their services and are committed to assisting clients in achieving their financial dreams.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Tax Optimization

More about Heritage Financial Planning

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1315255

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Heritage Financial Planning.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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