# Nancy Mulvey

> Nancy Mulvey is a fee-only financial advisor at Heritage Financial Counselors in Bedminster, New Jersey, who holds the CFP credential. Nancy focuses on retirement planning, estate & legacy planning and tax planning. Heritage Financial Counselors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nancy-mulvey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Heritage Financial Counselors
- **Based in:** Bedminster, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $235.9M across 425 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 1213609 (https://adviserinfo.sec.gov/individual/summary/1213609)
- **SEC registration:** Investment adviser representative in NJ
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.heritagefinancialcounselors.com

## Frequently asked questions

### Is Nancy Mulvey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nancy holds no broker registration, and Heritage Financial Counselors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nancy charge for financial advice?

Nancy's firm, Heritage Financial Counselors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Nancy Mulvey based?

Nancy Mulvey is based in Bedminster, New Jersey.

### What does Nancy specialize in?

Nancy's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Nancy works with multi-generational families.

### What credentials does Nancy Mulvey hold?

Nancy Mulvey holds the CFP credential.

### Is Nancy Mulvey registered with the SEC?

Yes. Nancy Mulvey is registered as an investment adviser representative in NJ (CRD 1213609), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Heritage Financial Counselors manage?

Heritage Financial Counselors reports $235.9M across 425 accounts in assets under management.

### How do I contact Nancy Mulvey?

Through Nancy's website, www.heritagefinancialcounselors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1213609): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://heritagefinancialcounselors.com/): specialties, clients served, and fees, checked October 30, 2026

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