Top financial advisors in Colleyville, TX
We’ve curated a list of the best financial advisors in Colleyville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$180,491,013
Number of advisors
5 advisors
| $180,491,013 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Colleyville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Colleyville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Heritage Retirement Advisors, LLC
Heritage Retirement Advisors LLC is an SEC-registered investment adviser offering financial planning and investment advisory services to retail investors through an 'assets under management' arrangement. The firm does not offer brokerage services or accept commissions from investment product sales. Clients' accounts are monitored quarterly, and the firm has discretionary authority over client accounts, allowing them to place trades based on specific circumstances. Heritage Retirement Advisors offers various account types, including retirement accounts, taxable accounts, and non-public investments like BDCs and non-public REITs. The firm does not have a minimum account size requirement and charges tiered asset-based fees ranging from 1.92% to 0.6%. Clients will pay custodian fees, transactional fees, expense ratios, and investment advisory fees. The firm is committed to acting in clients' best interests, although there is a potential conflict of interest related to fees increasing with higher assets under management. Heritage Retirement Advisors has no legal or disciplinary history. For more information, clients can request a copy of the firm's Form ADV Part 2A or contact the Chief Compliance Officer, Greg Hutto.
$180,491,013 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Educational Seminars/workshops
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Colleyville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Colleyville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.