Brett Herron
HFM Investment Advisors · Glassboro, New Jersey
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.
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Specialties
Who they serve
- Founders
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 |
| Assets under management | $404.1M across 1,286 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 8073969 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.hfmignite.com |
How Brett's firm compares
- HFM Investment Advisors's average account is about $314,000, from its Form ADV (assets managed divided by 1,286 accounts).
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Questions about Brett
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- HFM Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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