Heritage Hill Adviser fees and pricing

Financial planner in Cochecton, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 31, 2026, Heritage Hill Adviser charges $100 an hour for financial planning.

Published fees

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

Hourly rate: $100/hr; “Fees for Consultations are at the flat rate of $100 per hour.”

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

“For the Asset Management Program the fee will be payable monthly in arrears.”
“If termination occurs prior to the end of a billing period, the client will be invoiced for fees due on a pro-rata basis.”

Its hourly rate of $100 is below the New York median of $300. 1% of the 301 other New York planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2021 (5 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.8% a year
Clients: 7
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $268,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 312077
Website: heritagehilladviser.com (opens in new tab)
Phone: (845) 397-0846

Is something on this page wrong or out of date?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