Advisor at Heffernan Advisory, Inc.
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
Heffernan Advisory, Inc.
Location
Flagstaff, AZ 86001
Credentials
Series 63, Series 66
Industry experience
21 years
Tamara Kinney is a financial advisor at Heffernan Advisory, Inc. with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ascendant Financial Solutions and Geneos Wealth Management, Inc. Outside of advising, she is a notary public and owns a business called Diamond Cross LLC. Heffernan Advisory primarily serves individual and family clients as well as entities, offering discretionary portfolio management through its Investment By Design™ program along with financial planning and consulting services. The firm uses a modern portfolio theory approach with customizable model portfolios, focusing on mutual funds and ETFs, and manages accounts on a discretionary basis.
Based on Heffernan Advisory, Inc.
Based on Heffernan Advisory, Inc.
Financial planning fees range from $250 to $10,000 depending on complexity and services.
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.75%
Commissions charged by Gĕneos for securities transactions; no advisory fee charged in addition to commissions for such products.
809 W. Riordan Road, Suite 104
Flagstaff, AZ 86001
Arizona
RIA Heffernan Advisory Inc DBA Heffernan Financial
2025 - Present (1 year)
Ascendant Financial Solutions
2006 - 2025 (19 years)
Geneos Wealth Management, Inc
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63
Flagstaff, AZ
Aspen Trail Wealth Management, LLC
CFP®, ChFC®, Series 63, Series 65
Flagstaff, AZ
Dwyer Financial, LLC
Series 65
Flagstaff, AZ
Dwyer Financial, LLC
Series 63, Series 65
Flagstaff, AZ
Babb Wealth Advisors LLC
CFP®, Series 63, Series 65
Flagstaff, AZ
Heffernan Advisory, Inc.
CFP®, Series 65
Flagstaff, AZ
Babb Wealth Advisors LLC
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