Colin Leighton

5 Years of Experience

Rogers, AR

1 Disclosure

Colin Leighton is a registered investment advisor at Heritage Oak Wealth Advisors, based in Rogers, AR, with 5 years of industry experience. Colin 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.

Heritage Oak Wealth Advisors

Compensation

Fee-Only (% of Portfolio)

Firm Size

4 advisors

Number of Clients

241 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$347.4M

Fee Structure

Minimum Investment:None

Planning is included in investment management (also available separately)

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%.

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Location

5500 Walsh Lane, Ste 200, Rogers, AR, 72758

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History

Regulatory History (1)

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Criminal

September 2016

Final Disposition

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Employment History

Current Registrations

Heritage Oak Wealth Advisors

April 2023 - Present · 3 yrs 1 mo

Previous Registrations

Sowell Management

September 2020 - May 2023 · 2 yrs 8 mos

State Registrations1 state

Advisor

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.

Exams

No exam information available for this advisor.

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