Deirdre Hegarty
Deirdre Hegarty is a CFP-designated registered investment advisor at Branch & Bloom Financial Planning, LLC, based in San Mateo, CA, with 2 years of industry experience. Deirdre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
BBFP charges between $3,000 and $15,000 per year for ongoing financial planning, paid quarterly in advance. The exact fee depends on your specific needs, the complexity of your situation, and the time and resources required.
BBFP charges either a fixed or hourly fee for project-based financial planning. Fixed fees range from $2,500 to $15,000. The hourly rate is $275. The exact fee depends on your specific needs, the complexity of your situation, and the time and resources required.
Contact
Deirdre Hegarty
Location
1900 S. Norfolk St. Suite 350, San Mateo, CA, 94403
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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.
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Deirdre is a part-time academic professional in the Financial Planning Program at Boston University since January 2024. She dedicates a few hours per week to this activity.
Employment History
Current Registrations
Branch & Bloom Financial Planning, LLC
Guiding Wealth Management, LLC
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.