Kevin Hegarty is a CFA, CFP-designated registered investment advisor at Hegarty Advisors, LLC, based in Garden City, NY, with 18 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 101 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $10.0M | 0.70% |
| $10M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Contact
Kevin Hegarty
Location
1461 Franklin Ave, Garden City, NY, 11530
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Hegarty Advisors, LLC
Previous Registrations
Hegarty Advisors, LLC
UBS Securities LLCBroker
Deutsche Bank Securities INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Kevin is an investment advisor representative registered in the State of New York, CFP® certificant, Chartered Financial Analyst charterholder and the founder of Hegarty Advisors, LLC. Before starting Hegarty Advisors, Kevin provided financial advice and consulting services for almost twenty years. He started his professional career as a management consultant at PRTM where he consulted with Fortune 500 Corporations, the Office of Secretary of Defense, and the U.S. intelligence community including the National Reconnaissance Office and Central Intelligence Agency given his Top Secret Clearance.