Bryan Zegar is a CFP-designated registered investment advisor at Hearthstead Financial, LLC, based in Flemington, NJ, with 6 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.50% |
Fee Estimator
Location
Flemington, NJ
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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.
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Bryan works as an independent contractor for Allshapes Bonsai Nursery, handling inventory, customer service, website updates, and technology issues, dedicating about a quarter of his time. He also works as a Financial Advisor for Three Bridges Wealth Advisors LLC, spending about 60 hours per month on this role.
Employment History
Current Registrations
Hearthstead Financial, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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