A complete list of active advisors currently associated with Heritage Retirement Advisors, LLC
Warmer can help you find a great advisor at Heritage Retirement Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Heritage Retirement Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Colleyville, TX
| 14
| |
Colleyville, TX
| 23
| |
Colleyville, TX
| 2
|
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