GH
CFP
GH
CFP

Gary Henry Hirsh

20 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
318 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$503.8M

Fee Structure

Financial Planning:Included in AUM fee
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Location

1680 Route 23, Suite 210, Wayne, NJ, 07470

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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.

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Other Business Activities

Gary is Of Counsel at Sobel & Co, where he performs tax preparation, accounting, and tax planning. This takes about half of his time and is not investment related.

Employment History
Current Registrations
Highland Financial Advisors, LLC
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Atlas Fiduciary Financial, LLC
September 2020 - August 2021 · 11 mos
Stonegate Wealth Management, LLC
June 2016 - August 2020 · 4 yrs 2 mos
Sobel Financial Advisors, LLC
March 2004 - January 2016 · 11 yrs 10 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.