Heritage Financial Planning

Heritage Financial Planning (CRD# 131525) is a financial advisory firm headquartered in Dallas, TX. They manage $130,368,179 in 492 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    492
    ACCOUNTS
  • Average Account Value
    $264,976
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
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.

CA, TX

Financial Advisors at Heritage Financial Planning
Showing 1 - 3 of 3 top financial advisors.
1
Steven L. Blankenship
CRD#: 2825441
10440 N. Central Expressway, Suite 1120, Dallas, TX 75231
96
Wealthminder
score

Steven Blankenship (CRD# 2825441) is an Investment Advisor Representative working at Heritage Financial Planning in Dallas, TX and has over 15 years of experience in the finance industry. Steven Blankenship 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.

2
Allison G. Geiger
CRD#: 5192318
10440 N. Central Expressway, Suite 800, Dallas, TX 75231
96
Wealthminder
score

Allison Geiger (CRD# 5192318) is an Investment Advisor Representative working at Heritage Financial Planning in Dallas, TX and has over 11 years of experience in the finance industry. Allison Geiger 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.

3
Paul R. Streiber
CRD#: 2108422
10440 N. Central Expressway, Suite 1120, Dallas, TX 75231
96
Wealthminder
score

Paul Streiber (CRD# 2108422) is an Investment Advisor Representative working at Heritage Financial Planning in Dallas, TX and has over 8 years of experience in the finance industry. Paul Streiber 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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