Hedaya Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hedaya Financial is a small registered investment adviser that provides financial planning and consulting to individuals, trusts, estates, and businesses, and also offers accounting services such as tax preparation, bookkeeping, payroll, and business advisory. The firm’s principal (a licensed CPA) spends significant time assisting small business owners, and advisory engagements are provided on an hourly or flat-fee basis with fees billed directly in advance.
The firm’s investment advice emphasizes passive, low-cost, index-tracking mutual funds and ETFs and a buy-and-hold approach, discouraging active trading or individual stock selection. Recommendations are based on analysis of clients’ financial documents, goals, and economic factors, but the adviser does not implement trades on clients’ behalf, does not continuously monitor client accounts, and does not accept discretionary trading authority.
Distinctive features include the adviser’s dual role as an accounting practice and a registered adviser—tax and accounting services are offered under separate engagements and fee schedules—which is uncommon among firms in this regulatory category. The firm also relies on hourly/flat fees rather than percentage-of-AUM or performance-based compensation, does not take custody of client assets, and states it does not receive third‑party compensation for recommended products.
Client services
Expertise
Occupation focus
Fee options
Flat fees vary based on estimated complexity, cost, and time commitment; agreed upon prior to engagement
$350 per hour
Fee-only: $350 per hour for financial planning services, assessed in 15-minute increments; flat fees vary based on complexity and are agreed upon prior to engagement
Main office
Greenville SC
Advisors at this office
1
Most active in
South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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