HERITAGE PLANNING & INVESTING SERVICES, LLC

HERITAGE PLANNING & INVESTING SERVICES, LLC is an SEC-registered investment adviser (CRD 116287). Regulatory assets under management: $4.8M.

Registration

• CRD: 116287
• Type: Registered investment adviser
• Phone: 303-679-0771
• Latest filing: 2026-03-03
• Regulatory AUM: $4.8M
• Discretionary AUM: $4.8M
• Clients: 1
• Accounts: 37

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116287 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search