Providing a path to financial

peace of mind

Financial Cycle

College Savings

Reduce Debt

Retirement Contributions

Retirement Planning

Social Security

Long-Term Care

New Investor

Life Insurance

Start Business

Annuities

Medicare

Client Experience

1-256

Introduce Yourself

Free consultation with a CERTIFIED FINANCIAL PLANNER™ to review how Heritage Financial Partners can help.

15-30 minutes, Phone

2-256

Create Financial Profile

Input personal and financial information online at your convenience.

5-15 minutes, Online

3-256

Establish Investment Strategy

We review investment recommendations based on your financial profile and any other communication.

15-30 minutes, Phone or Zoom

4-256

Build and Review Financial Plan

Our clients have access to financial planning tools after the introductory call and can input as much information as desired.

30-60 minutes

5-256

Progress towards successful future self

Access to comprehensive financial and investment reports and resources to help you stay on your path to financial peace of mind.

Bridging Wall Street and Main Street

Wall Street often represents the wealthiest people and Main Street is everyone else…the overwhelmingly majority.  Having access to a financial advisor and other investment resources has kept the gap wider between the two groups; however, innovation has opened the door for more access to sound investment solutions and advice.

Investment Management

Financial Planning

Risk Solutions

Pricing

Your payment to us depends on the services we provide you and how much of your investments we are managing.

Assets Under Management Price
$0 - $100,000 (see below)
$100,000 - $1,000,000 .80% (80 basis points)
$1,000,000 - $3,000,000 .65% (65 basis points)
$3,000,000+ .50% (50 basis points)
*Heritage Financial Partners covers custodial fee for clients that have over $100,000 invested
Investment Management Only
Assets Under Management Price
$0 - $100,000 .80% (80 basis points)
Investment Management and Financial Planning
Assets Under Management Price
$0 - $50,000 (see “Financial Planning only” below)
$50,000 - $100,000 1.25% (125 basis points)
Financial Planning Only
Assets Under Management Price
All asset values $500 - initial plan
$200/hr - additional communication

A virtual CERTIFIED FINANCIAL PLANNER™ for people across the entire wealth spectrum at an affordable price. Our goal is to provide EVERYONE an opportunity to grow and protect their money…no matter their net worth or phase of life.

New Investors

Retirees

Business Owners

Professionals

Nathan Head Shots

Nathan Faldmo, CFP®

Co-Founder, Heritage Financial Partners

 

Nathan is a CERTIFIED FINANCIAL PLANNER™ that enjoys working with business owners and entrepreneurs at all phases of their wealth cycle.

 

Previously Nathan helped start and run a national, independent investment firm headquartered in Scottsdale. He also worked at two of the largest investment firms in the country, gaining experience in New York City, Los Angeles and Phoenix. He graduated from Brigham Young University and served the U.S. House of Representatives as an intern for the Committee on Ways & Means in Washington, D.C. Nathan is very active at home with his wife and four children, his church and community.

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