ChooseAFinancialAdvisor.com
Advisors / Virginia / Gainesville
2yrs

Eric Thomas

Financial advisor at Heritage Financial

Eric Thomas has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Gainesville, Virginia. Eric joined Heritage Financial in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 22 advisors with offices in Gainesville, and one of 22 fiduciaries.

Gainesville, VA 20155Fiduciary advisor
Call the officeDirections

At a glance

Experience2 years (since 2025)
How that compares ?2 years in the industry
Office7001 Heritage Village Plaza Suite 190, Gainesville, VA 20155
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.07 million
Advisors at the firm7
States licensed ?1 state

Services through Heritage Financial

Financial planningInvestment management for individuals and small businessesChoosing 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.

Series 65Uniform Investment Adviser Law Examination

Career

  1. Jan 2026 – now

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Eric

How do I contact Eric?

Call Heritage Financial at (703) 754-1233 and ask for Eric Thomas. Eric works from the Gainesville, VA office.

How long has Eric been a financial advisor?

Eric has been in the industry since 2025, about 2 years. 2 years in the industry.

What licenses does Eric hold?

Series 65. Tap any license on this page to see what it allows.

Is Eric a fiduciary?

Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Eric paid?

Heritage Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric 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.

Other advisors nearby

Blackridge Asset Management
31yrs
Anthony Dietrich
Financial advisor
7350 Heritage Village Plaza #102
Gainesville, VA 20155
Top advisor by experience in Gainesville
Fiduciary
Call Directions
Equitable Advisors
22yrs
Coty Backmon
Financial advisor
Gainesville, VA
Top 14% by experience in Gainesville
Fiduciary
Call Directions
Cetera Investment Advisers
22yrs
Kevin Underwood
Financial advisor
7410 Heritage Village Plaza
Gainesville, VA 20155
Top 14% by experience in Gainesville
Fiduciary
Call Directions
Heritage Financial
22yrs
David Morton
Financial advisor
7001 Heritage Village Plaza Suite 190
Gainesville, VA 20155
Top advisor by experience at Heritage Financial
Fiduciary
Call Directions
Ameriprise Financial Services
20yrs
Christopher Marcoux
Financial advisor
7001 Heritage Village Plaza Suite 240
Gainesville, VA 20155
Top 23% by experience in Gainesville
Fiduciary
Call Directions
Heritage Financial
20yrs
Elizabeth Clark
Financial advisor
7001 Heritage Village Plaza Suite 190
Gainesville, VA 20155
More experience than 73% of advisors in Gainesville
FiduciaryPlanningInvesting
Call Directions

See all advisors near Gainesville