Nancy Mulvey
Heritage Financial Counselors · Bedminster, New Jersey
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Heritage Financial Counselors |
|---|---|
| Based in | Bedminster, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $235.9M across 425 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 1213609 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.heritagefinancialcounselors.com |
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Questions about Nancy
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.
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 Financial Counselors 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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