Blair Hefkin
Advisor at Invested Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Invested Advisors
Location
State College, PA 16801
Credentials
CFP®, Series 65
Industry experience
5 years
About
Blair Hefkin is a CFP® with five years of industry experience, currently serving at Invested Advisors. His prior roles include positions at Kristen Coombs Financial Advisors, H. Beck, Inc., Home Advisor, and Liberty Sport. Invested Advisors provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, and businesses. The firm focuses on individualized, goal-driven portfolio construction and utilizes third-party managers and specialist strategies as appropriate.
Expertise
Based on Invested Advisors
Retirement income strategy
Charitable giving & philanthropy
General tax planning
Private / alternative investments
Concentrated stock management
Fee options
$1,000 to $5,000 for financial planning; Investment management flat fee ranges from 0.30% to 1.00% annually; Tax return preparation one-time fee of $350
$0 - $500,000: 1.30% $500,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.60% $5,000,000+: 0.50%
$250 to $500 per hour
Account minimum: $500,000 (may be waived at discretion of InVested)
Location
366 Walker Drive, Suite 370
State College, PA 16801
Most active in
Blair H has reported serving >5 clients in these states in the last 12 months.
Florida · North Carolina · Pennsylvania
Work history
Kristen Coombs Financial Advisors
2019 - Present (7 years)
H. Beck, Inc.
2019 - 2020 (1 year)
Home Advisor
2016 - 2019 (3 years)
Liberty Sport
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 63
State College, PA
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Curtis B
Series 66
Bellefonte, PA
Borden Portfolio Management
Mary C
Series 63, Series 65
State College, PA
TLC Group Investment Advisors, LLC
Kristen C
CFP®, Series 66
State College, PA
Invested Advisors
Judy L
ChFC®, Series 63
State College, PA
Nestlerode & Loy, Inc.
Rachel K
Series 66
State College, PA
Mccann Wealth Strategies,Inc.
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