Pivotal Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Services are offered based on an hourly fee of $350 per hour.”

Flat or project fee

$500⁠-⁠$5,500

“Full Financial Plans are offered based on a flat fee between $500-$5,500, based on complexity and unique Client needs.”

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

How Pivotal Financial Services, Inc. bills

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

• “The annual fee is negotiable and may be charged as a percentage of the Included.”
• “If the services to be provided start any time other than the first day of a quarter, the fee will be prorated based on the number of days remaining in the quarter.”
• “Client may elect to be billed directly or have fees deducted from Plan Assets.”

How Pivotal Financial Services, Inc.’s fees compare

• Its hourly rate of $350 is above the New York median of $300. 62% of the 301 other New York planners that publish an hourly rate charge less.
• 4 of the 5 other planners in Melville that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,500 spans the New York median of $4,500. 36% of the 251 other New York planners that publish a flat or project fee charge less.
• 1 of the 5 other planners in Melville that publish a flat or project fee charge less.

About Pivotal Financial Services, Inc.

• Principal: Clarke Hedrick
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• 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

0.5% a year

Employees

1

Works with

Pension and profit sharing plans

Services reported to regulators

Financial planning and pension consulting

Assets managed

$13,829,468

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

143846

Website

twitter.com/pivotalsteps (opens in new tab)

Phone

(631) 486-8128

Other planners in Melville that publish fees

• Clear Point Advisors, Inc.Melville$300/hr, $500⁠-⁠$5,000
• Four Corners FinancialMelville$2,500⁠-⁠$10,000/yr
• Heller Wealth ManagementMelville$150⁠-⁠$400/hr, $1,500⁠-⁠$5,000
• J.j. Burns & CompanyMelville$3,000⁠-⁠$30,000/yr
• Landmark Wealth Management, LLCMelville$250/hr
• Li Wealth Management IncMelville$250/hr, $7,500

Compare all 15 planners in Melville