Heritage Financial Planning

Heritage Financial Planning (CRD# 131525) is a financial advisory firm headquartered in Dallas, TX. They manage $280,813,171 in 533 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
10440 N. Central Expressway, Suite 1540, Dallas, TX 75231
https://www.linkedin.com/in/heritage-financial-planning-85797289/
By the Numbers
  • Total Assets Under Management
    281
    MILLION
  • Total Number of Accounts
    533
    ACCOUNTS
  • Average Account Value
    $526,854
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.

GA, LA, TN, TX

Financial Advisors at Heritage Financial Planning
Showing 1 - 5 of 5 top financial advisors.
1
Steve Blankenship, financial advisor Dallas TX
Steve Blankenship
CRD#: 2825441
10440 N. Central Expressway, Suite 1540, 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 Geiger, financial advisor Dallas TX
Allison G. Geiger
CRD#: 5192318
10440 N. Central Expressway, Suite 1540, Dallas, TX 75231

Allison Geiger (CRD# 5192318) is an Investment Advisor Representative working at Heritage Financial Planning in Dallas, TX and has over 17 years of experience in the finance industry.

3
Chad Smith, financial advisor Dallas TX
Chad A. Smith
CRD#: 2747937
10440 N. Central Expressway, Suite 1540, Dallas, TX 75231

Chad Smith (CRD# 2747937) is an Investment Advisor Representative working at Heritage Financial Planning in Dallas, TX and has over 27 years of experience in the finance industry.

4
Mary Chastain, financial advisor Chattanooga TN
Mary S. Chastain
CRD#: 7251283
Chattanooga, TN

Mary Chastain (CRD# 7251283) is an Investment Advisor Representative working at Heritage Financial Planning in Chattanooga, TN and has over 3 years of experience in the finance industry.

5
Christina Winn-Meriam, financial advisor Dallas TX
Christina Winn-Meriam
CRD#: 7605373
10440 N. Central Expressway, Suite 1540, Dallas, TX 75231

Christina Winn-Meriam (CRD# 7605373) is an Investment Advisor Representative working at Heritage Financial Planning in Dallas, TX and has 1 year 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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