Seth Maier is a registered investment advisor at Heritage Oak Wealth Advisors, based in Santa Rosa Beach, FL. Seth 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Heritage Oak Wealth Advisors
State Registrations1 state
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