LPL Financial
47yrs
Top advisor by experience in San Diego
4yrs
William Kirk
Financial advisor at Heritage Wealth Management
Based in San Diego, California, William Kirk is a fiduciary financial advisor with 4 years of industry experience. William has been with Heritage Wealth Management since 2026. Heritage Wealth Management offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office11440 W. Bernardo Ct. Suite 390, San Diego, CA 92127
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$1.59 million
Advisors at the firm6
States licensed ?1 state
Services through Heritage Wealth Management
Financial planningInvestment management for individuals and small businessesManaging private fundsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowHeritage Wealth Management, Inc.Current firm
Contact William
Local office(858) 487-1111Ask for William. (858) 613-9191Main office 11440 W. Bernardo Ct. Suite 390San Diego, CA 92127Office · Get directions Firm websiteheritagewealthusa.com
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Questions to ask William
Tailored to William’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call William’s local office at (858) 487-1111 or the Heritage Wealth Management main office at (858) 613-9191, and ask for William Kirk.
How long has William been a financial advisor?
William has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Heritage Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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