Advisor at Heritage Family Offices, LLP
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Heritage Family Offices, LLP
Location
Scottsdale, AZ 85260
Credentials
Series 63, Series 66
Industry experience
12 years
Brent Emch is a financial advisor with Heritage Family Offices, LLP in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Heritage Family Offices since 2022 and previously held roles at Heritage Wealth Management, Advisors' Pride, Strategence Capital, and LPL Financial. Outside of his advisory work, he is involved with a real estate entity, BJE Properties LLC. Heritage Family Offices, LLP provides wealth management and family office services to individuals, high-net-worth clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm offers discretionary portfolio management, financial planning, investment manager selection, and administrative support, employing a mix of fundamental, technical, and cyclical analysis while incorporating alternative and private investments when appropriate.
Based on Heritage Family Offices, LLP
Family Office Services fixed fee to never exceed $250,000 based on complexity; billed upon completion
Maximum annual fee 2.00% on all assets under management
Performance-based fees from affiliated private funds/offerings as share of net realized income and gains/losses
Fee-only: Family Office Services fixed fee up to $250,000 depending on complexity; ongoing annual fee up to $250,000 charged monthly
9841 E Bell Rd, Suite 110
Scottsdale, AZ 85260
Arizona
Heritage Family Offices, LLP
2022 - Present (4 years)
Heritage Wealth Management, LLC
2017 - 2022 (5 years)
Advisors' Pride
2016 - 2017 (1 year)
Strategence Capital
2016 - 2017 (1 year)
LPL Financial, llc
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Is not active or affiliated with:
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.
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.
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
Series 65
Scottsdale, AZ
zQuant Advisory, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")