Deirdre Hegarty
Branch & Bloom Financial Planning, LLC · Menlo Park, California
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.
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Specialties
Who they serve
- Pre-retirees
- Tech employees
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 7856455 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | branchandbloomfp.com |
| Profile |
How Deirdre's firm compares
- The hourly rate is $275, in line with the California median of $300 for fee-only firms that publish prices.
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Questions about Deirdre
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Branch & Bloom Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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