Heritage Advisors Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$86,180,496
Clients
148
Advisors
3
of 5 employees
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
Expertise
Occupation focus
Fee options
$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)
Investment adviser representatives may earn commissions as insurance agents for insurance products sold separately.
Consulting Services: $200 to $300 per hour
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
761 Maitland Ave.
Altamonte Springs FL 32701
Advisors at this office
3
Most active in
Florida · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Joseph M
Series 65
Altamonte Springs, FL
Heritage Advisors Group, Inc.
Joseph Mccann is a financial advisor with Heritage Advisors Group, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Heritage Advisors Group in 2026, he worked at 401k Generation and held positions at the University of Massachusetts, Dartmouth, PUBLIX, and Lake Highland Preparatory School. 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 and customizable advisory programs with a range of investment strategies, combining discretionary and non-discretionary account management and periodic client communications.
Anthony R
CFP®, Series 63, Series 65
Altamonte Springs, FL
Heritage Advisors Group, Inc.
Anthony Rossetti is a CFP®-certified financial advisor at Heritage Advisors Group, Inc. with 26 years of industry experience. He has worked in financial services since 1999, including roles at Heritage Financial Services, LLC and Independent Financial Partners. In addition to advising, Rossetti is licensed as an insurance agent, offering insurance products alongside his advisory services. 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’s investment approach includes model-based portfolios and customizable advisory programs using a range of securities and analysis techniques, with services tailored to client objectives and account complexity.
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.
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