TrueAdvisor
TrueAdvisor
PH
CFP
PH
CFP

Patrick Hehir

Andrew Garrett, INC.
37 Years of Experience
Newtown, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Patrick Hehir is a CFP-designated registered investment advisor at Andrew Garrett, INC., based in Newtown, PA, with 37 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,122 clients with $520M in assets under management.

Andrew Garrett, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,122 clients
Average Client Portfolio
$465K average
Assets Under Management
$521.3M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.80%

Maximum annual fee is 2.80% across programs. Fees are negotiable based on account type, size, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

41 University Drive, Suite 400, Newtown, PA, 18940

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Patrick is a licensed health insurance agent selling health insurance through Aetna. This takes a few hours per week.

Employment History
Current Registrations
Andrew Garrett, INC.
April 2007 - Present · 19 yrs 6 mos
Andrew Garrett INC.Broker
February 2007 - Present · 19 yrs 8 mos
Previous Registrations
S.W. Bach & Company
April 2006 - March 2007 · 11 mos
S.W. Bach & CompanyBroker
November 2005 - March 2007 · 1 yr 4 mos
Kirlin Securities INC.Broker
February 2001 - December 2005 · 4 yrs 10 mos
Kirlin Securities INC.Broker
June 2000 - December 2000 · 6 mos
Princeton Securities CorporationBroker
September 1995 - November 2001 · 6 yrs 2 mos
First Hanover Securities, INC.Broker
October 1994 - October 1995 · 1 yr
Thomas James Associates, INC.Broker
August 1994 - November 1994 · 3 mos
Westfield Financial CorporationBroker
August 1994 - August 1994 · 0 mos
Hibbard Brown & CO., INC.Broker
June 1989 - September 1994 · 5 yrs 3 mos
State Registrations15 states
AZCACTFLGAILMANCNJNYPARISCVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Newtown, PA →All financial advisors in Pennsylvania →