Hero Financial Advisors, Inc. is a large advisory firm based in Buzzards Bay. It manages $41.95 million of regulatory assets for 69 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Massachusetts.
Hero Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hero Financial Advisors, Inc. is $41.95 million. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hero Financial Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Leonard Chestnut has been acting as President since 1 Sep 1992. Helen Gertrude Barrett joined the executive team most recently as the President, Treasurer, Coo, Clerk/Secretary.
The principal office where Hero Financial Advisors, Inc. performs its advisory services is located at 258 Main Street, Buzzards Bay, MA 02532 3251, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 508-759-7533 or by fax 508-759-7565. The normal business hours are 9a.m. - 4:00 p.m. on Monday - Friday.