Advisor at Heritage Financial LLC
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Firm
Heritage Financial LLC
Location
Gainesville, VA 20155
Credentials
CFP®, Series 66
Industry experience
10 years
Aaron Clarke is a CFP® with 10 years of experience in financial advising. He is currently with Heritage Financial LLC and has held prior roles at firms including Halpern Financial, Inc. and Acorn Financial Advisory Services, Inc. Clarke is a volunteer board member and executive counsel member of the Financial Planning Association of the National Capital Area and owns a consulting and financial literacy business called Virtual Business Virtuosos dba Gig Wealthy. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm uses a LifeMap Discovery process to develop customized plans and constructs portfolios using a core-and-satellite approach with diversified mutual funds and ETFs, often implementing strategies through independent third-party advisers.
Based on Heritage Financial LLC
Based on Heritage Financial LLC
Based on Heritage Financial LLC
Financial planning fixed fees range from $1,000 to $20,000, negotiable and case-by-case.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.40% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
Insurance products sold by one IAR receive customary commissions; HF receives compensation from American Funds ranging from 0.25% to 0.75% on assets invested.
Financial planning hourly rate of $475 per hour, at discretion of HF.
Fee-only: Financial planning fees range from $1,000 to $20,000 (fixed fee basis) or $475 per hour (hourly basis). Fees are negotiable.
7001 Heritage Village Plaza, Suite 190
Gainesville, VA 20155
Texas · Virginia
Heritage Financial
2022 - Present (4 years)
Origin Financial
2022 - 2022 (1 year)
VIRTUAL BUSINESS VIRTUOSOS dba GIG WEALTHY
2022 - Present (4 years)
Halpern Financial, Inc.
2018 - 2022 (4 years)
Acorn Financial Advisory Services, Inc.
2016 - 2018 (2 years)
The Strategic Financial Alliance, Inc.
2015 - 2018 (3 years)
Acorn Financial Services, Inc.
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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