Heritage Financial Planning
Heritage Financial Planning (CRD# 131525) is a financial advisory firm headquartered in Dallas, TX. They manage $280,813,171 in 533 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management281MILLION
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Total Number of Accounts533ACCOUNTS
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Average Account Value$526,854
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
GA, LA, TN, TX
Steven Blankenship (CRD# 2825441) is an Investment Advisor Representative working at Heritage Financial Planning in Dallas, TX and has over 23 years of experience in the finance industry. Steven Blankenship 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. Steve has office in the Dallas/Fort Worth area as well as an office in Atlanta.
Allison Geiger (CRD# 5192318) is an Investment Advisor Representative working at Heritage Financial Planning in Dallas, TX and has over 18 years of experience in the finance industry.
Chad Smith (CRD# 2747937) is an Investment Advisor Representative working at Heritage Financial Planning in Dallas, TX and has over 28 years of experience in the finance industry.
Mary Chastain (CRD# 7251283) is an Investment Advisor Representative working at Heritage Financial Planning in Dallas, TX and has over 3 years of experience in the finance industry.
Christina Winn-Meriam (CRD# 7605373) is an Investment Advisor Representative working at Heritage Financial Planning in Dallas, TX and has 1 year of experience in the finance industry.