Heritage Retirement Advisors, LLC

Heritage Retirement Advisors, LLC (CRD# 165191) is a financial advisory firm headquartered in Colleyville, TX. They manage $85,946,267 in 720 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    720
    ACCOUNTS
  • Average Account Value
    $119,370
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
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.

TX

Financial Advisors at Heritage Retirement Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Donald W. Brosious
CRD#: 6672433
1109 Cheek Sparger Road, Suite 150, Colleyville, TX 76034
90
Wealthminder
score

Donald Brosious (CRD# 6672433) is an Investment Advisor Representative working at Heritage Retirement Advisors, LLC in Colleyville, TX and has 1 year of experience in the finance industry.

2
Thomas W. Holloway
CRD#: 5975694
1109 Cheek Sparger Road, Suite 150, Colleyville, TX 76034
90
Wealthminder
score

Thomas Holloway (CRD# 5975694) is an Investment Advisor Representative working at Heritage Retirement Advisors, LLC in Colleyville, TX and has over 5 years of experience in the finance industry.

3
Gregory L. Hutto
CRD#: 2742911
1109 Cheek Sparger Road, Suite 150, Colleyville, TX 76034
86
Wealthminder
score

Gregory Hutto (CRD# 2742911) is an Investment Advisor Representative working at Heritage Retirement Advisors, LLC in Colleyville, TX and has over 20 years of experience in the finance industry. Gregory Hutto 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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