Heritage First Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Heritage First Wealth Management provides discretionary portfolio management and financial planning to individuals, high‑net‑worth individuals, trusts, estates, and retirement plan sponsors. The firm also offers ERISA retirement‑plan services, acting in limited 3(21) or 3(38) fiduciary capacities, and arranges for third‑party managers and sub‑advisors to manage client assets.
Investment programs are based on each client’s stated goals, time horizon and risk tolerance, with security selection and asset allocation implemented on a discretionary basis using fundamental, technical and charting analysis; accounts are reviewed at least quarterly. When appropriate the firm engages or recommends third‑party managers and model portfolios, retains oversight of those relationships, and documents ongoing monitoring of performance and suitability.
Compared with many peers in its regulatory category, the firm is notable for providing pension consulting to retirement plans and offering fixed‑fee standalone financial planning while maintaining affiliated insurance, tax preparation and legacy‑planning entities whose representatives may offer insurance and other products for separate compensation. The firm’s business model emphasizes selecting and supervising outside advisers and TPMs rather than sponsoring private funds, and it discloses the resulting referral and conflict‑of‑interest arrangements.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees range from $1,000 to $5,000 based on complexity and client needs.
$0 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.10% $2,000,000 - $5,000,000: 0.85% $5,000,000+: 0.50%
Main office
800 W 47th St, Suite 709
Kansas City MO 64112
Advisors at this office
2
Most active in
California · Kansas · Missouri
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.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
Advisors at this firm
Donald L
CFP®, Series 63, Series 65
Kansas City, MO
Heritage First Wealth Management, LLC
Donald Lueke is a CFP® with 29 years of industry experience, currently serving at Heritage First Wealth Management, LLC in Kansas City, MO. He has held positions at several firms including AE Wealth Management, Atlantis Wealth Advisors, and Berthel, Fisher & Company Financial Services. Outside of his advisory role, he is an instructor at the PREPARE Institute, participates in financial literacy workshops with the Society for Financial Awareness, and facilitates estate planning document services. Heritage First Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm offers ERISA retirement-plan services and employs a discretionary investment approach based on client goals, time horizon, and risk tolerance, often engaging third-party managers to oversee assets.
Ryan H
Series 65
Kansas City, MO
Heritage First Wealth Management, LLC
Ryan Hurr is a Series 65 licensed advisor with Heritage First Wealth Management, LLC in Kansas City, MO, with six years of industry experience. Prior to joining Heritage First, he worked at AE Wealth Management, LLC, and the Missouri Higher Education Loan Authority. In addition to his advisory role, he facilitates access to estate planning document services and is involved in tax preparation through affiliated entities. Heritage First Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm offers ERISA retirement-plan services, engages third-party managers when appropriate, and emphasizes oversight and monitoring of investments tailored to client goals, time horizons, and risk tolerance.
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