Micah Gibson is a registered investment advisor at Heritage Oak Wealth Advisors, based in Santa Rosa Beach, FL, with 22 years of industry experience. Micah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 241 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Heritage Oak charges a percentage of your total portfolio value each year for managing your investments. The exact rate is negotiable, up to a maximum of 1.25%.
Location
105 Garfeld St, Santa Rosa Beach, FL, 32459
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Heritage Oak Wealth Advisors
Previous Registrations
Sowell Management
Arvest Wealth Management
Arvest Wealth ManagementBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.