A complete list of active advisors currently associated with Hegarty Advisors, LLC
Warmer can help you find a great advisor at Hegarty Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Hegarty Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Garden City, NY
| 29
| |
Garden City, NY
| 18
|
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