Heritage Retirement Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Heritage Retirement Advisors works with individuals (including high‑net‑worth clients), retirement plan sponsors, trusts, estates and business entities, providing ongoing asset management, written financial planning through its Total Client Profile process, retirement-plan advisory and annuity/variable life sub‑account management. The firm manages roughly $351 million for about 345 clients with a three‑advisor team and offers both continuous portfolio supervision and modular or one‑time planning engagements.
The firm’s client work is personalized through a structured planning process that maps clients’ values, goals and life circumstances to investment models that range from conservative to aggressive, using mutual funds, ETFs and other instruments; advisors employ fundamental and technical analysis and may manage accounts on a discretionary basis. For retirement plans HRA can provide ERISA 3(38)-style fiduciary management and, for annuities, limited discretionary sub‑account exchanges and ongoing monitoring.
Distinguishing features include routinely offering performance‑based fee arrangements to qualified clients, maintaining affiliated business lines such as an insurance agency and a tax/advisory entity, and conducting educational seminars or workshops and related marketing events — activities the firm discloses and manages for conflicts of interest. Heritage’s advisers are also licensed to sell insurance and life‑settlement products and disclose those non‑advisory activities, which prospective clients should consider when evaluating recommendations.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $250,000: 1.920% $250,001 - $500,000: 1.500% $500,001 - $1,000,000: 1.250% $1,000,001 - $1,500,000: 1.000% $1,500,001 - $2,000,000: 0.800% $2,000,001 - $4,000,000: 0.650% $4,000,001+: 0.600%
$350 per hour for financial planning and consulting services
20% of outperformance relative to an agreed-upon benchmark for qualified clients with at least $1 million under management or $2 million net worth; qualified clients pay approximately half the standard tiered AUM fee rates
Fee-only: Hourly fee of $350 per hour for financial planning and consulting services
Main office
607 Cheek Sparger Road, Suite 150
Colleyville TX 76034
Advisors at this office
3
Most active in
Texas
Also doing business as
Heritage Retirement Advisors, LLC · Hutto Retirement Advisors LLC · Hutto Retirement Advisors, L.L.C. · Hutto Retirement Advisors, LLC
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.
Advisors at this firm
Gregory H
CFP®, CFA®, Series 63, Series 65
Colleyville, TX
Heritage Retirement Advisors, LLC
Gregory Hutto is a CFP® and CFA® with 22 years of industry experience. He has been with Heritage Retirement Advisors, LLC since 2012 and is also the owner of Heritage Tax Advisors LLC. Hutto holds insurance agent licensure in the state of Texas. Heritage Retirement Advisors serves individual and high-net-worth clients as well as retirement-plan sponsors and participants, providing portfolio management, written financial planning, and fiduciary services. The firm employs a seven-facet Total Client Profile to tailor investment strategies and offers discretionary asset management using model-based allocations.
Carson P
Series 65
Colleyville, TX
Heritage Retirement Advisors, LLC
Carson Perkins is a financial advisor with Heritage Retirement Advisors, LLC in Colleyville, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining Heritage Retirement Advisors, he worked in various roles including positions at Marco's Pizza, H-E-B, and Sul Ross University. Heritage Retirement Advisors serves individual and high-net-worth clients as well as retirement-plan sponsors and participants, providing portfolio management, written financial planning, and fiduciary services. The firm uses a seven-facet Total Client Profile to tailor investment strategies and offers discretionary asset management through model-based allocations ranging from conservative to aggressive.
Thomas H
Series 63, Series 65
Colleyville, TX
Heritage Retirement Advisors, LLC
Thomas Holloway is a financial advisor at Heritage Retirement Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sabre Inc. since 1988. Heritage Retirement Advisors serves individual and high-net-worth clients as well as retirement-plan sponsors and participants, providing portfolio management, written financial planning, and retirement-plan fiduciary services. The firm employs a model-based investment approach centered on a seven-facet Total Client Profile and offers performance-based fee arrangements for qualified clients.
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