Hegarty Advisors, LLC

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Client assets under management

$171,112,405

Clients

101

51% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,694,182

About

Hegarty Advisors serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm operates as a small advisory practice with two advisors and manages roughly $171 million across a little over one hundred client relationships.

The firm primarily implements passive, asset-class-based portfolios using index mutual funds and ETFs, emphasizing low turnover and tax-efficient construction guided by individualized investment policy statements. Financial planning covers areas such as cash flow, retirement, estate, insurance, and tax planning, and the firm will coordinate with clients’ attorneys and tax professionals when requested.

Noteworthy aspects include the combination of a small team with relatively large assets under management for its size and the firm’s recent founding (2019), which together produce a higher AUM-per-advisor profile than many peers. The firm does not engage in block trading, leaves proxy voting to clients, reports no related-party or third-party compensation, and its senior professional holds both CFP and CFA credentials; it also offers both fixed-fee and hourly planning engagements and does not impose an account minimum.

Client services

Financial planning Portfolio management

Expertise

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General tax planning

Fee options

Fixed

Financial Planning fixed fee of $2,500 (negotiable)

Percentage

$0 - $1,000,000: 0.80% $1,000,000 - $10,000,000: 0.70% $10,000,000+: 0.20%

Project-based

$400 per hour for financial planning (negotiable)

Other

Fee-only: Financial Planning fixed fee of $2,500 (negotiable) and hourly fee of $400 per hour (negotiable)

Main office location

Hegarty Advisors, LLC

1461 Franklin Ave

Garden City NY 11530, United States

Number of offices

Most active in

New Jersey · New York · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 516-280-2323

Advisors at this firm

Kevin H

CFP®, CFA®, Series 63

Garden City, NY

Hegarty Advisors, LLC

Kevin Hegarty is a CFP® and CFA® charterholder with 18 years of industry experience. He is the principal advisor at Hegarty Advisors, LLC, a firm he founded in 2019 after working at UBS Securities LLC and Deutsche Bank Securities Inc. Hegarty Advisors serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm emphasizes passive, asset-class-based portfolios using index mutual funds and ETFs, focusing on low turnover and tax-efficient construction tailored to each client’s investment policy statement.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General tax planning

Brian H

Series 63, Series 65

Garden City, NY

Hegarty Advisors, LLC

Brian Hegarty is a financial advisor at Hegarty Advisors, LLC in Garden City, NY, with 29 years of industry experience. He has held positions at Berenberg Capital Markets LLC, Btig LLC, and Credit Suisse Securities (USA) LLC. Hegarty holds Series 63 and Series 65 licenses. Hegarty Advisors serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm primarily uses passive, asset-class-based portfolios with a focus on low turnover and tax efficiency, and coordinates with clients’ attorneys and tax professionals as needed.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General tax planning

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