Heritage Financial Group

Heritage Financial Group (CRD# 173094) is a financial advisory firm headquartered in Houston, TX. They manage $1,389,959 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Heritage Financial Group
Showing 1 - 1 of 1 top financial advisors.
Thomas C. Schmidt
CRD#: 4061394
7050 Lakeview Haven Drive, Suite 138, Houston, TX 77095

Thomas Schmidt (CRD# 4061394) is an Investment Advisor Representative working at Heritage Financial Group in Houston, TX and has over 18 years of experience in the finance industry. Thomas Schmidt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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