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 6 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 21 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.