Heidi Hirsh
Heidi Hirsh is a registered investment advisor at Anthony Petsis & Associates INC., based in Newtown, PA, with 26 years of industry experience. Heidi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning services are offered at an hourly rate, which is negotiable based on the scope and complexity of the plan, your situation, and your financial objectives.
- Anthony Petsis: $400/hour
- Planners: $375/hour
- Associates: $200/hour
- Para Planner: $150/hour
- Secretary/Clerical: $100/hour
Location
401 S. State Street, Newtown, PA, 18940
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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 ActivitiesSells Insurance
Heidi is an insurance agent and registered representative/investment advisor rep through Anthony Petsis CLU, ChFC, LLC, dedicating a few hours per week. She is also an investment advisory representative through Anthony Petsis & Associates, Inc., spending a few hours per week on financial planning.
Employment History
Current Registrations
Anthony Petsis & Associates INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Girard Securities, INC.
Goldman Sachs Personal Financial Management
Girard Securities, INC.Broker
Girard Securities, INC.
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.
Retirement Advisory Services CORP
Royal Alliance Associates, INC.Broker
Mercadien Asset Management, LLC
Mercadien SecuritiesBroker
Equity Services, INC.Broker
Bainbridge Securities INC.Broker
State Registrations25 states
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.