Heritage Retirement Advisors, LLC

Heritage Retirement Advisors, LLC (CRD# 165191) is a financial advisory firm headquartered in Colleyville, TX. They manage $180,491,013 in 948 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    948
    ACCOUNTS
  • Average Account Value
    $190,391
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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.

TX

Financial Advisors at Heritage Retirement Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Donald W. Brosious
CRD#: 6672433
607 Cheek Sparger Road, Suite 150, Colleyville, TX 76034

Donald Brosious (CRD# 6672433) is an Investment Advisor Representative working at Heritage Retirement Advisors, LLC in Colleyville, TX and has over 7 years of experience in the finance industry.

2
Thomas W. Holloway
CRD#: 5975694
607 Cheek Sparger Road, Suite 150, Colleyville, TX 76034

Thomas Holloway (CRD# 5975694) is an Investment Advisor Representative working at Heritage Retirement Advisors, LLC in Colleyville, TX and has over 12 years of experience in the finance industry.

3
Gregory L. Hutto
CRD#: 2742911
607 Cheek Sparger Road, Suite 150, Colleyville, TX 76034

Gregory Hutto (CRD# 2742911) is an Investment Advisor Representative working at Heritage Retirement Advisors, LLC in Colleyville, TX and has over 27 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.