Investment adviser · CRD 131525
HERITAGE FINANCIAL PLANNING
Investment adviser filing (IA)
HFP WEALTH MANAGEMENT, LLC
DALLAS, TX, United States · Form ADV filed Feb 11, 2025
- Regulatory AUM
- $315M Form ADV · Item 5.F
- Client accounts
- 592 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 83 | $264,711,864 | 84.0% |
| Individuals | 83 | $50,390,608 | 16.0% |
Filing source
Form ADV 1939005 · Feb 11, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 11, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
10440 N. CENTRAL EXPRESSWAY, SUITE 1540DALLAS, TX, 75231, United States
CRD 131525
Filing source
Form ADV 1939005 · Feb 11, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.