Hegarty Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“In the event of early termination by client, any fees for the hours already worked will be due at the rate of $400.00 per hour.”

Flat or project fee

$2,800

“The fixed fee is $2,800.00.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Hegarty Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Hegarty Advisors, LLC’s fees compare

• Its hourly rate of $400 is above the New York median of $300. 71% of the 301 other New York planners that publish an hourly rate charge less.
• 4 of the 6 other planners in Garden City that publish an hourly rate charge less.
• Its flat or project fee of $2,800 is below the New York median of $4,500. 35% of the 251 other New York planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Garden City that publish a flat or project fee charge less.

About Hegarty Advisors, LLC

• Principal: Kevin Hegarty
• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CFA.
• Founded: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.8% a year

Clients

101

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$171,112,405

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

306342

Website

hegartyadvisors.com (opens in new tab)

Phone

(516) 280-2323

Can advise clients in 3 states: New Jersey, New York, Texas

Other planners in Garden City that publish fees

• Castfirm Advisors LLCGarden City$250⁠-⁠$1,000
• Davidov Wealth Group, LLCGarden City$350⁠-⁠$600/hr
• Flynn Zito Capital Management, LLCGarden City$750/hr, $2,500⁠-⁠$10,000
• Leslie Marie GiordanoGarden City$200/hr
• Navwell AdvisorsGarden City$200/hr, $3,000⁠-⁠$6,000/yr
• United Asset Strategies Inc.Garden City$150⁠-⁠$300/hr

Compare all 15 planners in Garden City