Christopher Halvey is a ChFC-designated registered investment advisor at Heritage Advisory LLC, based in Woodbury, NY. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Heritage Advisory offers ongoing planning and monitoring services (Phase Three) with flat or retainer-based fees ranging from $5,000 to $50,000 per year, depending on the complexity of the engagement.
- Phase One initial planning — Flat fees ranging from $10,000 to $45,000 for a 6-month onboarding engagement and completion of a financial plan
- Phase Two implementation guidance — Flat fees ranging from $5,000 to $40,000 for optional planning guidance upon request
- Phase Three ongoing planning and monitoring — Flat or retainer-based fees ranging from $5,000 to $50,000 per year
Location
135 Crossways Park Drive, Suite 402, Woodbury, NY, 11797
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Heritage Advisory LLC
State Registrations1 state
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Exams
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