Hearthstead Financial, LLC fees and pricing
Financial planner in Flemington, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Hearthstead Financial, LLC charges a flat or project fee of $650-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $650-$5,000
“Ongoing Financial Planning Hearthstead collects an initial fee, ranging from $650 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hearthstead Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Hearthstead Financial, LLC’s fees compare
- Its flat or project fee of $650-$5,000 is below the New Jersey median of $5,000. 34% of the 168 other New Jersey planners that publish a flat or project fee charge less.
- 2 of the 4 other planners in Flemington that publish a flat or project fee charge less.
About Hearthstead Financial, LLC
- Principal: Bryan Zegar
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.8% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338442
- Phone
- (908) 323-9443
Other planners in Flemington that publish fees
- Alliance Wealth Management Group, LLCFlemington$300-$750/hr, $3,500-$15,000
- Artemis Wealth AdvisorsFlemington$500-$5,000
- Prestige Wealth Management Group, LLCFlemington$500-$750/hr, $3,500-$50,000
- Rand Financial Planning, LLCFlemington$10,000-$40,000/yr
- SG Securities, LLCFlemington$500/hr, $2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.