Heritage Wealth PlanningFinancial advisor in Alpharetta, GA

Also ranked: #5 of 89 wealth managers in Alpharetta#28 of 174 investment advisors in Alpharetta

Heritage Wealth Planning is a financial advisor at 13101 Morris Rd 6th Floor, BLDG 1, Alpharetta, GA 30004, ranked #15 of 521 financial advisors in Alpharetta and rated 4.9 from 43 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Alpharetta, GAUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (770) 576-1620 Website ↗

Key facts

Key facts about Heritage Wealth Planning
Address	13101 Morris Rd 6th Floor, BLDG 1, Alpharetta, GA 30004Get directions
Phone	(770) 576-1620
Website	heritagewealthplanning.com
Google rating	4.9 from 43 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name
Investment Advisorsadditional Google category

Service area

Serves Alpharetta and 11 towns within 25 miles: Milton, Johns Creek, Roswell, Peachtree Corners, Duluth, Suwanee, Norcross, Dunwoody, Sugar Hill, Sandy Springs and Doraville.

Based in Alpharetta, GAView on map

Questions about Heritage Wealth Planning

How is Heritage Wealth Planning ranked in Alpharetta?

Heritage Wealth Planning is ranked #15 of 521 financial advisors in Alpharetta by RFA Score, with 70 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Heritage Wealth Planning serve?

Serves Alpharetta and 11 towns within 25 miles: Milton, Johns Creek, Roswell, Peachtree Corners, Duluth, Suwanee, Norcross, Dunwoody, Sugar Hill, Sandy Springs and Doraville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Heritage Wealth Planning?

Heritage Wealth Planning has a rating of 4.9 from 43 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Heritage Wealth Planning?

Call Heritage Wealth Planning on (770) 576-1620. The business is at 13101 Morris Rd 6th Floor, BLDG 1, Alpharetta, GA 30004. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Heritage Wealth Planning compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Heritage Wealth Planning (this business)	—	70	4.9 (43)	—	—
Michael Chaffin: Primerica - Financial Services	#13	70	5.0 (40)	—	—	1.9 mi
The Annuity Expert	#14	70	4.9 (128)	Yes	Yes	12.7 mi
Daner Wealth Management	#16	70	5.0 (37)	No	No	3.0 mi

See all 521 ranked financial advisors in Alpharetta