A complete list of active advisors currently associated with Heroic Financial LLC
Warmer can help you find a great advisor at Heroic Financial LLC or one who fits your needs even better.
Heroic Financial LLC provides retirement-plan advisory services to qualified ERISA plans and also offers financial planning and consulting on an hourly basis, along with public seminars and workshops. The firm’s brochure indicates it works with individuals, pension and profit-sharing plans, and business entities, and it currently reports no client assets under management. For retirement-plan clients the firm typically acts as a limited-scope ERISA 3(21) fiduciary, assisting plan sponsors with investment policy statements, monitoring investment options, and providing participant education while leaving final decisions with the sponsor. For individual clients it develops customized financial plans using cash-flow, tax, risk-management and estate-planning analysis, delivers plans within an outlined timeframe, and bills planning and educational services hourly. Noteworthy features relative to peers include the combination of pension consulting, public seminars/workshops, and an explicit hourly-fee model — offerings that the firm notes are uncommon among investment-manager peers. The brochure also discloses that the firm’s sole registered representative spends more than three-quarters of his time on outside public-safety and trustee responsibilities, which the firm states will not create crossover clients.
To learn more about the advisors currently working at Heroic Financial 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 |
|---|---|---|
Barnegat, NJ
| 2
|
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