# Heritage Financial Network, Inc.

> Heritage Financial Network, Inc. is a state-registered investment advisory firm in Concord, MA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 128532
- Filed as: HERITAGE FINANCIAL NETWORK, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Concord, MA
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128532
- AdvisorCensus page: https://advisorcensus.com/firm/heritage-financial-network-inc-concord-ma-128532

## Quick answers

**How is Heritage Financial Network, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Heritage Financial Network, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Heritage Financial Network, Inc. located?**
Heritage Financial Network, Inc.'s principal office is in Concord, MA, according to its Form ADV.

**Is Heritage Financial Network, Inc. registered with the SEC or a state?**
Heritage Financial Network, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 128532.

**How much does Heritage Financial Network, Inc. manage?**
Heritage Financial Network, Inc. reports $85,000,000 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary).

**What types of clients does Heritage Financial Network, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30); individuals (other than high net worth individuals) (7).

**Does Heritage Financial Network, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128532

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $85,000,000
- Discretionary: $85,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $7,000,000 |
| High net worth individuals | 30 | $78,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- heritagefinancialnetworks.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Heritage Financial Network, Inc. (CRD 128532): Form ADV filing data as of October 2026.