Kienan Garn
Heritage Hill Adviser · Cochecton, New York
Kienan Garn is a fee-only financial advisor at Heritage Hill Adviser in Cochecton, New York. Kienan charges a one-time planning fee and a percentage of assets.
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Facts
| Firm | Heritage Hill Adviser |
|---|---|
| Based in | Cochecton, New York |
| Fee model | One-time planning fee · Percentage of assets |
| Assets under management | $268K across 9 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7328439 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.heritagehilladviser.com |
| Profile |
How Kienan's firm compares
- Heritage Hill Adviser's average account is about $30,000, from its Form ADV (assets managed divided by 9 accounts).
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Questions about Kienan
Is Kienan Garn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kienan holds no broker registration, and Heritage Hill Adviser reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kienan charge for financial advice?
Kienan charges a one-time planning fee and a percentage of assets.
Where is Kienan Garn based?
Kienan Garn is based in Cochecton, New York.
Is Kienan Garn registered with the SEC?
Yes. Kienan Garn is registered as an investment adviser representative in NY (CRD 7328439), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Hill Adviser manage?
Heritage Hill Adviser reports $268K across 9 accounts in assets under management.
How do I contact Kienan Garn?
Through Kienan's website, www.heritagehilladviser.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
- Heritage Hill Adviser 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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