Advisor at Heritage Financial LLC
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 Financial LLC
Location
Gainesville, VA 20155
Credentials
Series 65, Series 66
Industry experience
8 years
David O'Neill is a financial advisor at Heritage Financial LLC in Gainesville, VA, with eight years of industry experience. He holds Series 65 and Series 66 licenses and has been with Heritage Financial since 2018, previously working at Spire Investment Partners LLC. Outside of his advisory role, he is the sole member of SLOPESIDE LLC, a personal investment activity unrelated to his financial advising. 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 employs a core-and-satellite portfolio construction approach, 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
Virginia
Heritage Financial LLC
2018 - Present (8 years)
Spire Investment Partners LLC
2017 - 2018 (1 year)
Unemployed
2016 - 2017 (1 year)
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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