Hegarty Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hegarty Advisors serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm operates as a small advisory practice with two advisors and manages roughly $171 million across a little over one hundred client relationships.
The firm primarily implements passive, asset-class-based portfolios using index mutual funds and ETFs, emphasizing low turnover and tax-efficient construction guided by individualized investment policy statements. Financial planning covers areas such as cash flow, retirement, estate, insurance, and tax planning, and the firm will coordinate with clients’ attorneys and tax professionals when requested.
Noteworthy aspects include the combination of a small team with relatively large assets under management for its size and the firm’s recent founding (2019), which together produce a higher AUM-per-advisor profile than many peers. The firm does not engage in block trading, leaves proxy voting to clients, reports no related-party or third-party compensation, and its senior professional holds both CFP and CFA credentials; it also offers both fixed-fee and hourly planning engagements and does not impose an account minimum.
Client services
Expertise
Fee options
Financial Planning fixed fee of $2,500 (negotiable)
$0 - $1,000,000: 0.80% $1,000,000 - $10,000,000: 0.70% $10,000,000+: 0.20%
$400 per hour for financial planning (negotiable)
Fee-only: Financial Planning fixed fee of $2,500 (negotiable) and hourly fee of $400 per hour (negotiable)
Main office
1461 Franklin Ave
Garden City NY 11530
Advisors at this office
2
Most active in
New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Advisors at this firm
Kevin H
CFP®, CFA®, Series 63
Garden City, NY
Hegarty Advisors, LLC
Kevin Hegarty is a financial advisor at Hegarty Advisors, LLC in Garden City, NY, with 18 years of industry experience. He holds the CFP® and CFA® designations and previously worked at UBS Securities LLC for three years before founding Hegarty Advisors in 2019. Hegarty Advisors serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm focuses on passive, asset-class-based portfolios using index mutual funds and ETFs, emphasizing low turnover and tax efficiency, and manages approximately $171 million across just over one hundred client relationships.
Brian H
Series 63, Series 65
Garden City, NY
Hegarty Advisors, LLC
Brian Hegarty is a financial advisor at Hegarty Advisors, LLC with 29 years of industry experience. He has held positions at Credit Suisse Securities, Btig LLC, and Berenberg Capital Markets prior to joining his current firm. Hegarty Advisors serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm emphasizes passive, asset-class-based portfolios using index mutual funds and ETFs, focusing on low turnover and tax-efficient strategies tailored to each client’s investment policy.
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