Heritage Oak Wealth Advisors

Heritage Oak Wealth Advisors (CRD# 323925) is a financial advisory firm headquartered in Santa Rosa Beach, FL. They manage $177,775,389 in 489 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
105 Garfeld St, Santa Rosa Beach, FL 32459
https://www.linkedin.com/company/35658750/
By the Numbers
  • Total Assets Under Management
    178
    MILLION
  • Total Number of Accounts
    489
    ACCOUNTS
  • Average Account Value
    $363,549
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, FL

Financial Advisors at Heritage Oak Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Michael Fielder, financial advisor Rogers AR
Michael T. Fielder
CRD#: 5134860
5500 Walsh Lane, Rogers, AR 72758

Michael Fielder (CRD# 5134860) is an Investment Advisor Representative working at Heritage Oak Wealth Advisors in Rogers, AR and has over 17 years of experience in the finance industry.

2
Scott Bennington, financial advisor Rogers AR
Scott G. Bennington
CRD#: 7402008
5500 Walsh Lane, Suite 200, Rogers, AR 72758

Scott Bennington (CRD# 7402008) is an Investment Advisor Representative working at Heritage Oak Wealth Advisors in Rogers, AR and has over 2 years of experience in the finance industry.

3
Colin Leighton, financial advisor Rogers AR
Colin R. Leighton
CRD#: 7237770
5500 Walsh Lane, Ste 200, Rogers, AR 72758

Colin Leighton (CRD# 7237770) is an Investment Advisor Representative working at Heritage Oak Wealth Advisors in Rogers, AR and has over 3 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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