Heron Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$6,000

“Ongoing Financial Planning HW collects an initial fee, no greater than $6,000.”

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

How Heron Wealth LLC bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “The annual advisory fee is typically paid monthly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
• “At the discretion of HW, the annual advisory fee may be paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”

How Heron Wealth LLC’s fees compare

• Its hourly rate of $300 matches the North Carolina median of $300. 49% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 6 of the 23 other planners in Raleigh that publish an hourly rate charge less.
• Its flat or project fee of $6,000 is above the North Carolina median of $4,800. 64% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 9 of the 20 other planners in Raleigh that publish a flat or project fee charge less.

About Heron Wealth LLC

• Principal: Jeffrey Hand
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2026.

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

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

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$16,879,549

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339109

Website

heron-wealth.com (opens in new tab)

Phone

(732) 986-2763

Other planners in Raleigh that publish fees

• Advisorstrust Partners LLCRaleigh$500/hr, $2,000⁠-⁠$20,000
• Armor Investment Advisors, LLCRaleigh$250⁠-⁠$300/hr, $2,500⁠-⁠$40,000
• Beacon Financial Strategies Corp.Raleigh$400/hr
• Beacon Wealthcare LLCRaleigh$15,000
• Cameron Advisors, LLCRaleigh$200/hr
• Cima FinancialRaleigh$350/hr, $2,200⁠-⁠$30,000

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