Kristen Puryear is a CFP-designated registered investment advisor at Heritage Wealth Advisors, based in Charlottesville, VA, with 8 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 424 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fee is negotiable at Heritage's discretion based on various factors including amount of assets, portfolio composition, scope of engagement, and prior relationships.
Fee Estimator
Location
The Code Building, 240 W Main St, Charlottesville, VA, 22902
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kristen is a licensed insurance agent since 2019, but the activity is not investment-related. She dedicates minimal time to this activity.
Employment History
Current Registrations
Heritage Wealth Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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