# Deirdre Hegarty

> Deirdre Hegarty is a fee-only financial advisor at Branch & Bloom Financial Planning, LLC in Menlo Park, California, who holds the CFP credential. Deirdre charges a one-time planning fee, an ongoing planning fee, hourly fees and a flat fee or retainer ($275 an hour) and focuses on equity compensation, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/deirdre-hegarty/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Branch & Bloom Financial Planning, LLC
- **Based in:** Menlo Park, California
- **Fee model:** One-time planning fee; Ongoing planning fee; Hourly; Flat fee or retainer
- **Fees (firm's website):** $275 an hour
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP
- **Specialties:** Equity compensation, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Tech employees
- **CRD:** 7856455 (https://adviserinfo.sec.gov/individual/summary/7856455)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://branchandbloomfp.com

## Frequently asked questions

### Is Deirdre Hegarty a fee-only financial advisor?

Yes. Deirdre Hegarty is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Deirdre's firm.

### How does Deirdre charge for financial advice?

Deirdre charges a one-time planning fee, an ongoing planning fee, hourly fees and a flat fee or retainer.

### How much does Deirdre charge?

According to Branch & Bloom Financial Planning, LLC's website, checked October 28, 2026: $275 an hour.

### Where is Deirdre Hegarty based?

Deirdre Hegarty is based in Menlo Park, California.

### What does Deirdre specialize in?

Deirdre's specialties include equity compensation, tax planning and estate & legacy planning. Deirdre works with pre-retirees and tech employees.

### What credentials does Deirdre Hegarty hold?

Deirdre Hegarty holds the CFP credential.

### Is Deirdre Hegarty registered with the SEC?

Yes. Deirdre Hegarty is registered as an investment adviser representative in CA and TX (CRD 7856455), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Deirdre Hegarty?

Through Deirdre's website, branchandbloomfp.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/deirdre-hegarty-55987): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://branchandbloomfp.com/): specialties, clients served, and fees, checked October 28, 2026

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