Seth Maier
Advisor at Heritage Oak Wealth Advisors
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.
Advisor at Heritage Oak Wealth Advisors
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.
Location
Rogers, AR 72758
Credentials
Series 65
Industry experience
< 1 year
Seth Maier is a financial advisor at Heritage Oak Wealth Advisors in Rogers, AR, holding a Series 65 designation. He has one year of experience in the financial industry, previously working at Arvest Bank and operating Maier Mowing LLC for eight years. Heritage Oak Wealth Advisors is a four-advisor team managing approximately $290 million for individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm offers discretionary portfolio management using both fundamental and technical analysis, alongside financial planning, retirement plan consulting, and estate-planning support through a partnership with Estately. Heritage Oak also sponsors private investment vehicles and facilitates specialized financing arrangements, distinguishing its services from traditional advisory firms.
Based on Heritage Oak Wealth Advisors
$1,000 - $5,000 for financial planning and consulting services; $150 - $1,500 for estate planning services
All Assets+: Up to 1.25%
$250/hour for financial planning and consulting services
Annual retainer fee $1,000 - $5,000 for financial planning and consulting services
5500 Walsh Lane
Rogers, AR 72758
Arkansas
Heritage Oak Wealth Advisors
2025 - Present (1 year)
Arvest Bank
2024 - 2025 (1 year)
Maier Mowing LLC
2016 - 2024 (8 years)
Unemployed
2015 - 2016 (1 year)
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Is active or affiliated with:
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Bank
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They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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