Robert
Dwyer

Heritage Wealth Management

CRD#2960539
Investment Advisor
in Houston, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Dwyer is a financial advisor based in Houston, Texas, working with Heritage Wealth Management. Robert has previously held positions at Waterway Wealth Management, L.L.C and Heritage Wealth Management. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Robert is part of Heritage Wealth Management, which operates out of Houston, Texas. The firm has 8 employees and manages assets totaling $264.3 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Heritage Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4400 Post Oak Parkway Suite 2510
Houston, TX 77027

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Heritage Wealth Management Brokerage Details

Total Assets Under Management

$264,274,776

TX Average: $3,042,739,679
Total Number of Employees

8

TX Average: 49
Total Number of Accounts

602

TX Average: 2,315
Average Account Size

$438,995

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Robert Dwyer Work History

2023 - Present (1 year)

Heritage Wealth Management

2012 - 2023 (11 years)

Waterway Wealth Management, L.L.C

Disclosures

Please visit the SEC profile of Robert Dwyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Heritage Wealth Management

Sarah Patton
Houston, TX
Ian Harris
Houston, TX
Robert Dwyer
Houston, TX
Robert Rizarri
Houston, TX
Brett Carleton
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started