Active
HERITAGE FINANCIAL ADVISORS, LLC
Investment Advice|WATERVILLE, OH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$171.7M
Total AUM
| Category | Value |
|---|---|
| Non-Discretionary | 171.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 154955 |
| SEC Number | 801-110101 |
| Street Address | 103 NORTH RIVER ROAD |
| Street Address 2 | SUITE A |
| Location | WATERVILLE, OH 43566 |
| Country | United States |
| Phone | 419-887-5887 |
| Fax | 419-887-5897 |
| Total Employees | 1 |
Client Count by Type (217 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 186 |
| High Net Worth Individual… | 31 |
Community Partners
CITY OF MAUMEE
CITY OF OREGON
CITY OF SYLVANIA
CITY OF WATERVILLE
COUNTY OF LUCAS
TOWNSHIP OF HARDING
TOWNSHIP OF JERUSALEM
TOWNSHIP OF MONCLOVA
TOWNSHIP OF PROVIDENCE
TOWNSHIP OF RICHFIELD
TOWNSHIP OF SWANTON
TOWNSHIP OF SYLVANIA
TOWNSHIP OF WATERVILLE
VILLAGE OF BERKEY
VILLAGE OF GRAND RAPIDS
VILLAGE OF HARBOR VIEW
VILLAGE OF OTTAWA HILLS
VILLAGE OF WHITEHOUSE
CITY OF MAUMEE
CITY OF OREGON
CITY OF SYLVANIA
CITY OF WATERVILLE
COUNTY OF LUCAS
TOWNSHIP OF HARDING
TOWNSHIP OF JERUSALEM
TOWNSHIP OF MONCLOVA
TOWNSHIP OF PROVIDENCE
TOWNSHIP OF RICHFIELD
TOWNSHIP OF SWANTON
TOWNSHIP OF SYLVANIA
TOWNSHIP OF WATERVILLE
VILLAGE OF BERKEY
VILLAGE OF GRAND RAPIDS
VILLAGE OF HARBOR VIEW
VILLAGE OF OTTAWA HILLS
VILLAGE OF WHITEHOUSE
CITY OF MAUMEE
CITY OF OREGON
CITY OF SYLVANIA
CITY OF WATERVILLE
COUNTY OF LUCAS
TOWNSHIP OF HARDING
TOWNSHIP OF JERUSALEM
TOWNSHIP OF MONCLOVA
TOWNSHIP OF PROVIDENCE
TOWNSHIP OF RICHFIELD
TOWNSHIP OF SWANTON
TOWNSHIP OF SYLVANIA
TOWNSHIP OF WATERVILLE
VILLAGE OF BERKEY
VILLAGE OF GRAND RAPIDS
VILLAGE OF HARBOR VIEW
VILLAGE OF OTTAWA HILLS
VILLAGE OF WHITEHOUSE
Municipal Government
18 Active
18
Organizations
CRIMINAL JUSTICE COORD. COUNCIL
LUCAS SOIL AND WATER CONSERVATION DISTRICT
LUCAS SOIL & WATER CONSERVATION DISTRICT
METROPOLITAN PARK DISTRICT OF THE TOLEDO AREA
NORTHWEST WOOD AMBULANCE DISTRICT
OHIO GOV'T RISK MANAGEMENT PLAN
OHIO SCHOOL PLAN
OLANDER PARK SYSTEM
RENO BEACH/HOWARD FARMS CONSERVANCY DISTRICT
SYLVANIA AREA JOINT RECREATION DISTRICT
SYLVANIA TOWNSHIP FIRE
TOLEDO AREA METROPOLITAN PARK DISTRICT
TOLEDO AREA SANITARY DISTRICT
TOLEDO FIRE PREVENTION BUREAU
TOLEDO-LUCAS COUNTY PUBLIC LIBRARY DISTRICT
CRIMINAL JUSTICE COORD. COUNCIL
LUCAS SOIL AND WATER CONSERVATION DISTRICT
LUCAS SOIL & WATER CONSERVATION DISTRICT
METROPOLITAN PARK DISTRICT OF THE TOLEDO AREA
NORTHWEST WOOD AMBULANCE DISTRICT
OHIO GOV'T RISK MANAGEMENT PLAN
OHIO SCHOOL PLAN
OLANDER PARK SYSTEM
RENO BEACH/HOWARD FARMS CONSERVANCY DISTRICT
SYLVANIA AREA JOINT RECREATION DISTRICT
SYLVANIA TOWNSHIP FIRE
TOLEDO AREA METROPOLITAN PARK DISTRICT
TOLEDO AREA SANITARY DISTRICT
TOLEDO FIRE PREVENTION BUREAU
TOLEDO-LUCAS COUNTY PUBLIC LIBRARY DISTRICT
CRIMINAL JUSTICE COORD. COUNCIL
LUCAS SOIL AND WATER CONSERVATION DISTRICT
LUCAS SOIL & WATER CONSERVATION DISTRICT
METROPOLITAN PARK DISTRICT OF THE TOLEDO AREA
NORTHWEST WOOD AMBULANCE DISTRICT
OHIO GOV'T RISK MANAGEMENT PLAN
OHIO SCHOOL PLAN
OLANDER PARK SYSTEM
RENO BEACH/HOWARD FARMS CONSERVANCY DISTRICT
SYLVANIA AREA JOINT RECREATION DISTRICT
SYLVANIA TOWNSHIP FIRE
TOLEDO AREA METROPOLITAN PARK DISTRICT
TOLEDO AREA SANITARY DISTRICT
TOLEDO FIRE PREVENTION BUREAU
TOLEDO-LUCAS COUNTY PUBLIC LIBRARY DISTRICT
Special District
15 Active
15
Organizations
ANTHONY WAYNE LOCAL SCHOOL DIST
LIAL SCHOOL
MAUMEE CITY SCH DIST
OREGON CITY SCH DIST
OTTAWA HILLS LOCAL SCHOOL DIST
SPRINGFIELD LOCAL SCH DIST
SYLVANIA CITY SCH DIST
TOLEDO CITY SCHOOL DISTRICT
WASHINGTON LOCAL SCH DIST
WILDWOOD ENVIRON ACADEMY
ANTHONY WAYNE LOCAL SCHOOL DIST
LIAL SCHOOL
MAUMEE CITY SCH DIST
OREGON CITY SCH DIST
OTTAWA HILLS LOCAL SCHOOL DIST
SPRINGFIELD LOCAL SCH DIST
SYLVANIA CITY SCH DIST
TOLEDO CITY SCHOOL DISTRICT
WASHINGTON LOCAL SCH DIST
WILDWOOD ENVIRON ACADEMY
ANTHONY WAYNE LOCAL SCHOOL DIST
LIAL SCHOOL
MAUMEE CITY SCH DIST
OREGON CITY SCH DIST
OTTAWA HILLS LOCAL SCHOOL DIST
SPRINGFIELD LOCAL SCH DIST
SYLVANIA CITY SCH DIST
TOLEDO CITY SCHOOL DISTRICT
WASHINGTON LOCAL SCH DIST
WILDWOOD ENVIRON ACADEMY
School District
10 Active
10
Organizations
300 BEDS INCORPORATED
33 FOR CHARITY
3B PRODUCTIONS
419 UNITED FOR UKRAINE
440TH TROOP CARRIER GROUP ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 PAWS SAKE
55 BAY AREA CREDIT UNION INC
87TH AERIAL PORT SQUADRON ASSOCIATION
AAN ENDOWMENT CORPORATION
ABILITY CENTER OF GREATER TOLEDO INC
ABMA FOUNDATION
A GIFTED GENERATION
ALANO STEP ONE CLUB
ALEXIS' TEARS
ALPHA CHI OMEGA FRATERNITY INC
ALPHA DELTA KAPPA SORORITY INC
ALPHA GROUP SOLUTIONS INC
300 BEDS INCORPORATED
33 FOR CHARITY
3B PRODUCTIONS
419 UNITED FOR UKRAINE
440TH TROOP CARRIER GROUP ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 PAWS SAKE
55 BAY AREA CREDIT UNION INC
87TH AERIAL PORT SQUADRON ASSOCIATION
AAN ENDOWMENT CORPORATION
ABILITY CENTER OF GREATER TOLEDO INC
ABMA FOUNDATION
A GIFTED GENERATION
ALANO STEP ONE CLUB
ALEXIS' TEARS
ALPHA CHI OMEGA FRATERNITY INC
ALPHA DELTA KAPPA SORORITY INC
ALPHA GROUP SOLUTIONS INC
300 BEDS INCORPORATED
33 FOR CHARITY
3B PRODUCTIONS
419 UNITED FOR UKRAINE
440TH TROOP CARRIER GROUP ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 PAWS SAKE
55 BAY AREA CREDIT UNION INC
87TH AERIAL PORT SQUADRON ASSOCIATION
AAN ENDOWMENT CORPORATION
ABILITY CENTER OF GREATER TOLEDO INC
ABMA FOUNDATION
A GIFTED GENERATION
ALANO STEP ONE CLUB
ALEXIS' TEARS
ALPHA CHI OMEGA FRATERNITY INC
ALPHA DELTA KAPPA SORORITY INC
ALPHA GROUP SOLUTIONS INC
Nonprofit Organization
810 Active
810
Organizations
Community Partners93 organizations
CITY OF SYLVANIA
Municipal Government·SYLVANIA
CITY OF WATERVILLE
Municipal Government·WATERVILLE
COUNTY OF LUCAS
Municipal Government·TOLEDO
TOWNSHIP OF HARDING
Municipal Government·SWANTON
TOWNSHIP OF MONCLOVA
Municipal Government·MONCLOVA
VILLAGE OF BERKEY
Municipal Government·BERKEY
VILLAGE OF HARBOR VIEW
Municipal Government·HARBOR VIEW
CRIMINAL JUSTICE COORD. COUNCIL
Special District·TOLEDO
LUCAS SOIL & WATER CONSERVATION DISTRICT
Special District·TOLEDO
METROPOLITAN PARK DISTRICT OF THE TOLEDO AREA
Special District·TOLEDO
NORTHWEST WOOD AMBULANCE DISTRICT
Special District·GRAND RAPIDS
OHIO GOV'T RISK MANAGEMENT PLAN
Special District·TOLEDO
OHIO SCHOOL PLAN
Special District·TOLEDO
RENO BEACH/HOWARD FARMS CONSERVANCY DISTRICT
Special District·CURTICE
SYLVANIA TOWNSHIP FIRE
Special District·SYLVANIA
TOLEDO AREA METROPOLITAN PARK DISTRICT
Special District·TOLEDO
TOLEDO AREA SANITARY DISTRICT
Special District·TOLEDO
TOLEDO FIRE PREVENTION BUREAU
Special District·TOLEDO
LIAL SCHOOL
School District·WHITEHOUSE
WILDWOOD ENVIRON ACADEMY
School District·MAUMEE
300 BEDS INCORPORATED
Nonprofit Organization·MAUMEE
33 FOR CHARITY
Nonprofit Organization·Maumee
3B PRODUCTIONS
Nonprofit Organization·WATERVILLE
419 UNITED FOR UKRAINE
Nonprofit Organization·Whitehouse
440TH TROOP CARRIER GROUP ASSOCIATION
Nonprofit Organization·Oregon
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·WHITEHOUSE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Whitehouse
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grand Rapids
4 PAWS SAKE
Nonprofit Organization·Grand Rapids
55 BAY AREA CREDIT UNION INC
Nonprofit Organization·Oregon
87TH AERIAL PORT SQUADRON ASSOCIATION
Nonprofit Organization·MAUMEE
AAN ENDOWMENT CORPORATION
Nonprofit Organization·MAUMEE
ABILITY CENTER OF GREATER TOLEDO INC
Nonprofit Organization·SYLVANIA
ABMA FOUNDATION
Nonprofit Organization·WATERVILLE
A GIFTED GENERATION
Nonprofit Organization·Oregon
ALANO STEP ONE CLUB
Nonprofit Organization·SYLVANIA
ALEXIS' TEARS
Nonprofit Organization·SYLVANIA
ALPHA CHI OMEGA FRATERNITY INC
Nonprofit Organization·Maumee
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Whitehouse
ALPHA GROUP SOLUTIONS INC
Nonprofit Organization·Maumee
ALPHA OMICRON PI FRATERNITY INC
Nonprofit Organization·Maumee
ALPHA XI DELTA FRATERNITY
Nonprofit Organization·Sylvania
ALVA N SIDLE POST 232 CHARITY FUND INC
Nonprofit Organization·Grand Rapids
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Maumee
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN INC
Nonprofit Organization·Curtice
AMERICAN BLADESMITH SOCIETY INC
Nonprofit Organization·GRAND RAPIDS
AMERICAN BRUSH MANUFACTURERS
Nonprofit Organization·WATERVILLE
AMERICAN CRIMINAL JUSTICE ASSOCIATION - LAMBDA ALPHA EPSILON
Nonprofit Organization·Maumee
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Oregon
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Sylvania
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·MAUMEE
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·WATERVILLE
AMERICAN FEDERATION OF TEACHERS 1080 OREGON CITY FEDERATION OF TEACHERS
Nonprofit Organization·OREGON
AMERICAN INNS OF COURT FOUNDATION
Nonprofit Organization·Sylvania
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Oregon
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Grand Rapids
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Whitehouse
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Sylvania
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Maumee
AMERICAN LEGION AUXILIARY
Nonprofit Organization·oregon
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Maumee
AMERICAN LEGION POST 232 ALVA N SIDLE
Nonprofit Organization·Grand Rapids
AMERICAN LEGION POST #384 HOME INC
Nonprofit Organization·WHITEHOUSE
AMERICAN LEGION WATERVILLE POST 0463
Nonprofit Organization·WATERVILLE
AMERICAN MUSLIM FOSTER ORGANIZATION
Nonprofit Organization·MAUMEE
AMERICAN NEPHROLOGY NURSES ASSOCIATION BLACK SWAMP #323
Nonprofit Organization·SYLVANIA
AMERICAN ROSE SOCIETY
Nonprofit Organization·Maumee
AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT
Nonprofit Organization·maumee
AMERICAN VOLKSSPORT ASSOCIATION INC
Nonprofit Organization·Maumee
AMERICAS PRIDE OF TOLEDO DRUG PREVENTION TEAM INC
Nonprofit Organization·Sylvania