Gary Hirsh is a CFP-designated registered investment advisor at Highland Financial Advisors, LLC, based in Wayne, NJ, with 21 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Divorce Planning, and 8 more. Their firm serves 361 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees range from 0.15% to 1.00% for individual wealth management and 0.15% to 0.80% for institutional or corporate accounts, depending on the size and complexity of the portfolio.
Fee Estimator
Location
1680 Route 23, Suite 210, Wayne, NJ, 07470
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Regulatory History
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 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
Previous Registrations
Atlas Fiduciary Financial, LLC
Stonegate Wealth Management, LLC
Sobel Financial Advisors, LLC
State Registrations1 state
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
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