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Kienan Garn

Advisor at Heritage Hill Adviser

Updated today

Location

Cochecton, NY

Credentials

Series 65

Industry experience

5 years

About

Kienan Garn is a financial advisor at Heritage Hill Adviser with four years of industry experience. He holds a Series 65 designation and has been with Heritage Hill Adviser since 2021. Outside of his advisory role, he works full-time as a program manager for new product development at The Raymond Corporation, a manufacturer of forklifts. Heritage Hill Adviser provides investment advisory and financial planning services primarily to individual clients and retirement account participants. The firm offers both discretionary asset management and non-discretionary consultation, focusing on asset allocation through various analytical techniques and serving a small client base with a single custodian platform.

Client services

Based on Heritage Hill Adviser

Financial planning Portfolio management

Expertise

Based on Heritage Hill Adviser

Cash flow / budgeting Debt management General retirement planning Retirement withdrawal strategies General estate planning guidance

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Fee options

Percentage

$0 - $999,999: 0.80% $1,000,000 - $1,999,999: 0.70% $2,000,000+: 0.50%

Project-based

$100 per hour for Consultations

Other

Fee-only: Consultations charged at $100 per hour (flat hourly rate)

Location

Cochecton, NY

Most active in

New York

Work history

Heritage Hill Adviser

2021 - Present (5 years)

The Raymond Corporation

2019 - Present (7 years)

The Raymond Corporation

2015 - 2019 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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ESG / Sustainable investing
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Honesdale, PA

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Series 66

Honesdale, PA

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Honesdale, PA

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Retired Founder/Business Owner
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CFP®, ChFC®, Series 66

Honesdale, PA

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Honesdale, PA

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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