Hegarty Investment Logic, LLC fees and pricing

Financial planner in Aztec, New Mexico. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Hegarty Investment Logic, LLC charges $150⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$250/hr; “Typical hourly fees of between $150-$250 per hour are charged depending on the complexity of the client’s situation and needs.”

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

“At no time is the Client required to pre-pay more than $500 in fees, more than 6 months in advance.”

Its hourly rate of $150-$250 is below the New Mexico median of $300. 12% of the 26 other New Mexico planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 107
Employees: 2
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and market timing
Assets managed: $26,926,520
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 146678
Website: hegartyinvestmentlogic.com (opens in new tab)
Phone: (505) 334-2011

Can advise clients in 3 states: Colorado, New Mexico, Texas

Is something on this page wrong or out of date?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.