Firm
Heritage Hill Adviser
Cochecton, New York
Fee-only
Heritage Hill Adviser at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 7 individual clients.
- Its average account is about $30,000 (assets it manages divided by its 9 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Cochecton, New York |
|---|---|
| Website | heritagehilladviser.com |
| Phone | (845) 397-0846 |
Heritage Hill Adviser fees
Heritage Hill Adviser doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects, percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $0 million |
| Individual clients | 7 |
| Accounts managed | 9 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 31, 2026 |
| SEC record | CRD 312077 |