A complete list of active advisors currently associated with Hedaya Financial LLC

Warmer can help you find a great advisor at Hedaya Financial LLC or one who fits your needs even better.

Hedaya Financial is a small registered investment adviser that provides financial planning and consulting to individuals, trusts, estates, and businesses, and also offers accounting services such as tax preparation, bookkeeping, payroll, and business advisory. The firm’s principal (a licensed CPA) spends significant time assisting small business owners, and advisory engagements are provided on an hourly or flat-fee basis with fees billed directly in advance. The firm’s investment advice emphasizes passive, low-cost, index-tracking mutual funds and ETFs and a buy-and-hold approach, discouraging active trading or individual stock selection. Recommendations are based on analysis of clients’ financial documents, goals, and economic factors, but the adviser does not implement trades on clients’ behalf, does not continuously monitor client accounts, and does not accept discretionary trading authority. Distinctive features include the adviser’s dual role as an accounting practice and a registered adviser—tax and accounting services are offered under separate engagements and fee schedules—which is uncommon among firms in this regulatory category. The firm also relies on hourly/flat fees rather than percentage-of-AUM or performance-based compensation, does not take custody of client assets, and states it does not receive third‑party compensation for recommended products.

To learn more about the advisors currently working at Hedaya Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.