Heritage Wealth Management Group, Ltd
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$151,324,302
Clients
177
Advisors
3
of 5 employees
About
Heritage Wealth Management Group provides discretionary investment management, financial planning, and pension consulting to individuals, high‑net‑worth clients, charitable organizations, corporations, and employee benefit plans. The firm offers both ongoing portfolio management and standalone planning engagements, implementing recommendations primarily through no‑load mutual funds and exchange‑traded funds.
The firm’s investment approach emphasizes passive, risk‑based diversification across asset classes, ongoing monitoring with periodic annual reviews, and the use of discretionary trading authority to implement client objectives. It also delivers a broad set of planning services — including retirement distribution strategies, employee benefits optimization, business planning, tax and estate planning — and serves as a fiduciary for retirement plans under ERISA when engaged for pension consulting.
Distinctive features include operating with no stated account minimum despite a client mix that includes many high‑net‑worth households, offering both asset‑based and standalone flat planning arrangements that can convert into advisory relationships, and providing pension/plan consulting alongside individual wealth management. The firm recommends a contemporary custodial platform (Altruist) for client accounts, does not participate in wrap programs, and will not accept authority to vote client securities.
Client services
Expertise
Occupation focus
Fee options
Flat fees generally ranging from $1,000 to $12,500 for pension consulting and financial planning services
$0 - $1,000,000: 1.10% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $3,000,000: 0.90% annually $3,000,001 - $4,000,000: 0.80% annually $4,000,001 - $5,000,000: 0.70% annually $5,000,001+: 0.60% annually
Up to $500 per hour for financial planning services
Fee-only: Flat annual fees between $1,000 and $12,500 paid semi-annually, quarterly, or monthly in advance; hourly fees up to $500 per hour for financial planning
Main office
733 Boush Street, Suite 100
Norfolk VA 23510-1591
Advisors at this office
3
Most active in
Florida · North Carolina · Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Mark T
Series 63, Series 65
Norfolk, VA
Heritage Wealth Management Group, Ltd
Mark Tekamp is a financial advisor at Heritage Wealth Management Group, Ltd in Norfolk, VA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Heritage Wealth Management Group since 2008. Heritage Wealth Management Group provides investment advice and financial planning to individuals, trusts, pension plans, banks, and other institutions, offering both discretionary and non-discretionary portfolio management alongside standalone or integrated planning and business-consulting services. The firm’s investment approach combines macroeconomic analysis, fundamental and technical methods, and quantitative indicators to guide asset allocation, utilizing a wider range of asset classes and implementation tools than many peers.
Michael B
CFP®, Series 63
Norfolk, VA
Heritage Wealth Management Group, Ltd
Michael Broadhurst is a CFP® professional with 38 years of experience in the financial industry. He has worked at Heritage Wealth Management Group, Ltd since 2020 and previously spent 19 years with Financial Counselors of Virginia, Inc. Outside of his advisory role, he operates an audio and video recording and editing business and is a member of the Rotary Club of Portsmouth. Heritage Wealth Management Group provides investment advice and financial planning services to individuals, trusts, pension plans, banks, and other institutions. The firm employs a macroeconomic investment approach combining fundamental, technical, and quantitative analyses, and utilizes a broad range of asset classes and implementation tools.
Zachary T
CFP®
Norfolk, VA
Heritage Wealth Management Group, Ltd
Zachary Tekamp is a CFP® professional with five years of experience, currently serving at Heritage Wealth Management Group, Ltd. His prior experience includes roles at Commonwealth Financial Network, Clarendon Wealth Management, Signature Family Wealth Advisors, and Wall, Einhorn & Chernitzer. Tekamp is a Peer Review Editor for the Journal of Financial Planning and serves on the Virginia Tech Pamplin College of Business Recent Alumni Board. Heritage Wealth Management Group offers discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and employee benefit plans. The firm employs a passive, risk-based diversification approach and provides a wide range of planning services while acting as a fiduciary for retirement plans under ERISA when engaged.
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