Clarke Hedrick
Clarke Hedrick is a CFP-designated registered investment advisor at Pivotal Financial Services, INC., based in Melville, NY, with 5 years of industry experience. Clarke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 11 clients with $14M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Full Financial Plans: Offered at a flat fee between $500-$5,500, based on complexity and unique client needs. This includes a complete evaluation of an investor's current and future financial state, covering financial goals, net worth, cash flow, retirement strategy, risk management, investment plan, tax reduction, and estate preservation.
- Consultation Services: Assistance with individual financial topics, as outlined and agreed upon in the financial planning and consulting agreement. This is not a detailed financial review and will not result in a complete financial plan.
Location
Melville, NY
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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
Clarke is licensed to sell insurance products through Lincoln Financial and other companies in multiple states. He spends about half his time on insurance-related activities.
Employment History
Current Registrations
Pivotal Financial Services, INC.
State Registrations1 state
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