Heritage Financial Advisors, LLC

Heritage Financial Advisors, LLC (CRD# 154955) is a financial advisory firm headquartered in Waterville, OH. They manage $156,722,034 in 460 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
103 North River Road, Suite A, Waterville, OH 43566
https://www.heritagefa.com
By the Numbers
  • Total Assets Under Management
    157
    MILLION
  • Total Number of Accounts
    460
    ACCOUNTS
  • Average Account Value
    $340,700
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Heritage Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charlotte Sargeant, financial advisor Waterville OH
Charlotte B. Sargeant
CRD#: 4679560
103 North River Road, Suite A, Waterville, OH 43566

Charlotte Sargeant (CRD# 4679560) is an Investment Advisor Representative working at Heritage Financial Advisors, LLC in Waterville, OH and has over 24 years of experience in the finance industry.

2
Sasha Wright, financial advisor Waterville OH
Sasha M. Wright
CRD#: 4954899
103 North River Road, Suite A, Waterville, OH 43566

Sasha Wright (CRD# 4954899) is an Investment Advisor Representative working at Heritage Financial Advisors, LLC in Waterville, OH and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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