# Brett Herron

> Brett Herron is a fee-only financial advisor at HFM Investment Advisors in Glassboro, New Jersey. Brett focuses on founders (pre-exit), small business owners and retirement planning. HFM Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brett-herron/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** HFM Investment Advisors
- **Based in:** Glassboro, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $404.1M across 1,286 accounts
- **Specialties:** Founders (pre-exit), Small business owners, Retirement planning
- **Works with:** Founders
- **CRD:** 8073969 (https://adviserinfo.sec.gov/individual/summary/8073969)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 65 (2025)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.hfmignite.com

## Frequently asked questions

### Is Brett Herron a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and HFM Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brett charge for financial advice?

Brett's firm, HFM Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Brett Herron based?

Brett Herron is based in Glassboro, New Jersey.

### What does Brett specialize in?

Brett's specialties include founders (pre-exit), small business owners and retirement planning. Brett works with founders.

### Is Brett Herron registered with the SEC?

Yes. Brett Herron is registered as an investment adviser representative in NJ (CRD 8073969), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does HFM Investment Advisors manage?

HFM Investment Advisors reports $404.1M across 1,286 accounts in assets under management.

### How do I contact Brett Herron?

Through Brett's website, www.hfmignite.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8073969): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://hfmadvisors.com/401k-help/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.