Advisor at Origin Investment Advisory 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
Origin Investment Advisory LLC
Location
Kathleen, GA
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
12 years
Heath Hampton is a Certified Financial Planner® with 12 years of industry experience. He currently works at Origin Investment Advisory LLC and has held prior roles at LPL Financial, Facet Wealth, and as a self-employed advisor. Outside of financial advising, he serves as a fractional CFO and business operations planner at Family Specialty Care. Origin Investment Advisory primarily serves individual retail clients through a subscription model and employer-sponsored workplace programs, offering AI-driven advice and automated index investing. The firm employs a rules-based investment approach grounded in Modern Portfolio Theory and behavioral finance, and operates with a subscription fee structure rather than percentage-of-AUM fees.
Based on Origin Investment Advisory LLC
Flat Service Fee per month per Client under Employer Model, billed annually to the employer.
Monthly or annual subscription fees for financial planning services under Direct-to-Consumer Model.
Fee-only: Annual subscription fees for financial planning services, charged monthly or annually; additional fees for financial planning sessions.
Kathleen, GA
Georgia
Origin Investment Advisory
2025 - Present (1 year)
Family Specialty Care
2023 - Present (3 years)
NDVR
2023 - 2023 (1 year)
LPL Financial
2021 - 2023 (2 years)
Facet Wealth
2019 - 2021 (2 years)
Self Employed
2010 - 2019 (9 years)
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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
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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