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Heritage Advisors Group, Inc.

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Client assets under management

$86,180,496

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Clients

148

22% high-net-worth

Advisors

3

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

49

Typical

Average account size

$582,301

About

Heritage Advisors Group provides asset management, financial planning, and consulting primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers model-based portfolio management for smaller accounts and a fuller, customizable advisory program for larger or more complex accounts, and it occasionally distributes impersonal, educational newsletters to clients and prospects.

The firm’s investment approach ranges from model-driven discretionary portfolios limited to ETFs, mutual funds and cash to a full-service program that can include individual securities, bonds, options strategies, and both tactical and strategic asset allocation; Heritage uses charting, cyclical and fundamental analysis and conducts periodic account reviews. Advisors work one-on-one with clients to determine objectives, permit reasonable client-imposed restrictions, and can manage accounts on either a discretionary or non-discretionary basis.

What is distinctive about this firm relative to many peers is its set of affiliated business activities and communications: it issues periodic newsletters and has affiliated tax-preparation services, and its representatives also sell insurance products (life, disability, annuities) in their separate capacities for commissions—each arrangement is disclosed as a potential conflict of interest. The firm also uses an institutional custodian platform for custody and trade execution and does not vote client proxies, leaving proxy decisions to clients.

Client services

Financial planning Portfolio management Newsletters or periodicals

Expertise

Income planning Options & derivatives strategies

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0 - $149,999: Fixed fee: $1,000 - $1,500 annually (Fixed Fee Portfolios Program) $0 - $749,999: 1.00% annually (Full-Service Asset Management Services) $750,000 - $1,500,000: 0.75% annually (Full-Service Asset Management Services) $1,500,000+: 0.50% annually (Full-Service Asset Management Services)

Commissions

Investment adviser representatives may earn commissions as insurance agents for insurance products sold separately.

Project-based

Consulting Services: $200 to $300 per hour

Other

Account minimum: $50,000 Minimum fee: Fixed Fee Portfolios Program: $1,000 - $1,500 annually based on assets under management ($50,000 - $149,999) Fee-only: Financial Planning Services: Fixed fees ranging from $1,000 to $10,000 for initial plans; $600 to $6,000 for ongoing planning services.

Main office location

Heritage Advisors Group, Inc.

761 Maitland Ave.

Altamonte Springs FL 32701, United States

Number of offices

1

Most active in

More info

Florida · North Carolina · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 407-702-6655

Advisors at this firm

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user avatar

Joseph M

Series 65

Altamonte Springs, FL

Heritage Advisors Group, Inc.

Joseph Mccann is a financial advisor at Heritage Advisors Group, Inc. based in Altamonte Springs, FL. He holds a Series 65 designation and provides advisory services alongside one other advisor at the firm. Heritage Advisors Group offers asset management, financial planning, and consulting primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a range of investment approaches from model-driven discretionary portfolios limited to ETFs, mutual funds, and cash, to full-service customizable programs that may include individual securities, bonds, options strategies, and various asset allocation techniques.

Income planning Options & derivatives strategies Founder/Business Owner
user avatar

Anthony R

CFP®, Series 63, Series 65

Altamonte Springs, FL

Heritage Advisors Group, Inc.

Anthony Rossetti is a CFP® professional with 26 years of industry experience, currently serving at Heritage Advisors Group, Inc. since 2020. His prior experience includes roles at Independent Financial Partners and Heritage Financial Services, where he has been active since 2001. In addition to his advisory work, Rossetti is also licensed as an insurance agent. Heritage Advisors Group serves individual clients, including high-net-worth individuals, as well as retirement and pension plans, providing discretionary portfolio management and various financial planning services. The firm employs a multi-disciplinary investment approach combining fundamental, cyclical, and technical analysis, and offers both fixed-fee and full-service portfolio management programs.

Income planning Options & derivatives strategies Founder/Business Owner
user avatar

John K

Series 65

Altamonte Springs, FL

Heritage Advisors Group, Inc.

John Kelly is a financial advisor at Heritage Advisors Group, Inc. in Maitland, FL, holding a Series 65 designation with five years of industry experience. He has been with Heritage Advisors Group since 2020 and has a longer tenure at Financial Centers of America dating back to 2001. Kelly is also licensed as an insurance agent, offering insurance products alongside his advisory services. Heritage Advisors Group serves individual clients, including high-net-worth individuals, as well as retirement and pension plans, providing discretionary portfolio management and comprehensive financial planning. The firm employs a multi-disciplinary investment approach combining fundamental, cyclical, and technical analysis, and offers both fixed-fee and full-service portfolio programs tailored to client needs.

Income planning Options & derivatives strategies Founder/Business Owner
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