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. 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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