Heritage Financial Planning

Heritage Financial Planning (CRD# 131525) is a financial advisory firm headquartered in Dallas, TX. They manage $157,516,524 in 402 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • Total Number of Accounts
    402
    ACCOUNTS
  • Average Account Value
    $391,832
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.

GA, TX

Financial Advisors at Heritage Financial Planning
Showing 1 - 3 of 3 top financial advisors.
1
Steve Blankenship
CRD#: 2825441
Dallas, TX 75231

Steven Blankenship (CRD# 2825441) is an Investment Advisor Representative working at Heritage Financial Planning in Dallas, TX and has over 23 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.  Steve has office in the Dallas/Fort Worth area as well as an office in Atlanta.

2
Allison G. Geiger
CRD#: 5192318
Dallas, TX 75231

Allison Geiger (CRD# 5192318) is an Investment Advisor Representative working at Heritage Financial Planning in Dallas, TX and has over 13 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
Chad A. Smith
CRD#: 2747937
Dallas, TX 75231

Chad Smith (CRD# 2747937) is an Investment Advisor Representative working at Heritage Financial Planning in Dallas, TX and has over 23 years of experience in the finance industry. Chad Smith 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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