Fee-OnlyFinder

Heritage Capital Advisors, LLC

Flat / fixed fees in St Paul, MN

State registeredNo commissions reported

Call (612) 272-2913Send a messageMap ↗

Public-record details

Address
3900 Northwoods Drive, Suite 315, St Paul, MN 55112
Phone
(612) 272-2913
Listed under
Flat / fixed fees, % of assets managed
CRD number
115308
Registration
State registered: MN
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$88.5 million
Accounts managed
97
Clients reported (Form ADV 5.D)
43
Individual / high-net-worth clients
18 / 25
Employees
5
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-01-21

State registered (MN) investment adviser, CRD 115308, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in St Paul

Bright Angel Advisors LLC3900 Northwoods Dr., Suite 350 · St. Paul, MN 55112 · (612) 372-0090 · Flat / fixed feesCRD 311704 · % of assets, Fixed fees · $224.1 million AUMSEC registeredNo commissions reportedEndurance Financial Group3475 Willow Lake Boulevard, Suite 400 · St. Paul, MN 55110 · (651) 605-2318 · Financial planningCRD 310307 · % of assets, Fixed fees · $18.1 million AUMState registeredNo commissions reportedFiduciary Counselling INC30 East 7th Street, Suite 2000 · St Paul, MN 55101 · (651) 228-0935 · Financial planningCRD 104753 · % of assets, Fixed fees · $10.1 billion AUMSEC registeredNo commissions reportedHighmark Wealth Management LLC944 Inwood Ave N · St. Paul, MN 55128 · (651) 829-3300 · Financial planningCRD 164790 · % of assets, Hourly charges, Fixed fees · $611.7 million AUMSEC registeredNo commissions reportedKnox Avenue Financial Corp.380 St. Peter Street, Suite 742 · St. Paul, MN 55102 · (952) 426-4352 · Financial planningCRD 289094 · % of assets, Fixed fees · $144.7 million AUMSEC registeredNo commissions reportedMairs & Power30 E 7th Street, Suite 2500 · St. Paul, MN 55101 · (651) 222-8478 · Financial planningCRD 110351 · % of assets, Fixed fees, Performance-based fees · $12.1 billion AUMSEC registeredNo commissions reportedR.m. Shannon Wealth Management, LLC1595 Selby Avenue, Suite 302 · St. Paul, MN 55104 · (651) 321-4620 · Financial planningCRD 290718 · % of assets, Hourly charges, Fixed fees · $31.0 million AUMState registeredNo commissions reportedStonebridge Capital Advisors LLC2550 University Avenue West, Suite 455-S · St. Paul, MN 55114 · (651) 251-1000 · Financial planningCRD 111447 · % of assets · $2.5 billion AUMSEC registeredNo commissions reported

All 11 in St Paul →