Stephen Hetrick
Retirement Collaborative · Harrisburg, Pennsylvania
Stephen Hetrick is a fee-only financial advisor at Retirement Collaborative in Harrisburg, Pennsylvania. Retirement Collaborative reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Stephen →
Facts
| Firm | Retirement Collaborative |
|---|---|
| Based in | Harrisburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $45.0M across 343 accounts |
| SEC registration | Investment adviser representative in PA · CRD 3057828 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.retirementc.com |
How Stephen's firm compares
- Retirement Collaborative's average account is about $131,000, from its Form ADV (assets managed divided by 343 accounts).
Request an introduction to Stephen
Tell Stephen a little about what you're looking for. Stephen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Stephen
Is Stephen Hetrick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Retirement Collaborative reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Retirement Collaborative, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Hetrick based?
Stephen Hetrick is based in Harrisburg, Pennsylvania.
Is Stephen Hetrick registered with the SEC?
Yes. Stephen Hetrick is registered as an investment adviser representative in PA (CRD 3057828), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Retirement Collaborative manage?
Retirement Collaborative reports $45.0M across 343 accounts in assets under management.
How do I contact Stephen Hetrick?
Through Stephen's website, www.retirementc.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
- Retirement Collaborative 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.
See something wrong? Request a correction. Read our methodology.