Kevin Hegarty
Hegarty Advisors · Garden City, New York
Kevin Hegarty is a fee-only financial advisor at Hegarty Advisors in Garden City, New York, who holds the CFP and CFA credentials. Hegarty Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Hegarty Advisors |
|---|---|
| Based in | Garden City, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $171.1M across 431 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NY, TX · CRD 5110292 |
| Exams passed | Series 63 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.hegartyadvisors.com |
How Kevin's firm compares
- Hegarty Advisors's average account is about $397,000, from its Form ADV (assets managed divided by 431 accounts).
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Questions about Kevin
Is Kevin Hegarty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Hegarty Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Hegarty Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Hegarty based?
Kevin Hegarty is based in Garden City, New York.
What credentials does Kevin Hegarty hold?
Kevin Hegarty holds the CFP and CFA credentials.
Is Kevin Hegarty registered with the SEC?
Yes. Kevin Hegarty is registered as an investment adviser representative in NY and TX (CRD 5110292), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hegarty Advisors manage?
Hegarty Advisors reports $171.1M across 431 accounts in assets under management.
How do I contact Kevin Hegarty?
Through Kevin's website, www.hegartyadvisors.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
- 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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