DH
DH

David Hedaya

3 Years of Experience
Greenville, SC

David Hedaya is a registered investment advisor at Hedaya Financial LLC, based in Greenville, SC, with 3 years of industry experience. David 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, Retirement Planning, and 1 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Hedaya Financial charges $350 per hour for financial planning services. The firm may also offer flat-fee engagements, with the price varying based on complexity, cost, and time commitment. Fees are payable in advance for each month of expected services.

Hourly Rate:$350/hr
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Location

Greenville, SC

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Hedaya Financial LLC
June 2022 - Present · 3 yrs 11 mos
State Registrations1 state
SC
Advisor

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
No exam information available for this advisor.