Gerald Creech
Advisor at Heritage Inc
Updated today
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.
About
Gerald Creech is the sole advisor at Heritage Inc., an independent advisory firm based in Discovery Bay, CA. He holds a Series 65 designation and has nine years of industry experience. Prior to founding Heritage Inc. in 2016, his background included roles as a commodity trading advisor and pool operator, as well as several decades in aviation. Heritage Inc. operates primarily as a solicitor, referring clients to Wisdom Capital Asset Management rather than providing direct portfolio management. The firm focuses on high-net-worth clients and uses a referral-only compensation model without charging percentage-of-AUM fees.
Fee options
2.0% per annum (billed monthly as 1/12 of 2%)
20% of net new profits earned each calendar quarter
Account minimum: $500,000.00 Fee-only: 2.0% per annum management fee plus 20% performance fee on net new profits
Location
Discovery Bay, CA
Most active in
Gerald C has reported serving >5 clients in these states in the last 12 months.
California
Work history
Heritage Inc.
2016 - Present (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Paolo M
Series 63, Series 66
Tracy, CA
401K Engineers Inc.
Michael C
Series 63, Series 66
Brentwood, CA
Nardene Wealth Management Inc
Lance Q
Series 63, Series 65, Series 66
Brentwood, CA
Oak Tree Securities, Inc.
Daniel Q
Series 63
Brentwood, CA
Oak Tree Securities, Inc.
Daniel M
CFP®, Series 63
Stockton, CA
DKM Wealth Management, Inc.
Landon B
Series 63, Series 65
Brentwood, CA
Blodgett Wealth Advisors, 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")