This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- American Funds · Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-20-2017
- Office Locations
- 2
Office Locations
About Cedar Spring Advisors, LLC
Halcyon Financial (Cedar Spring Advisors, LLC) provides relationship-driven wealth management and financial planning for high-achieving professionals, including entrepreneurs and retirees. The firm builds tailored portfolios using mutual funds and ETFs, with behavioral-finance guidance and risk management for volatile markets. Planning capabilities include retirement, tax, estate, and insurance; custody includes Schwab and SEI.
Reported data analysis
What the numbers show
Between January 29, 2025 and January 27, 2026, reported AUM increased 21.5%, from $139.4M to $169.4M.
Across 4 reported observations, AUM increased 58.0% between September 29, 2023 and January 27, 2026, from $107.2M to $169.4M.
Of the latest reported AUM, 89.1% is discretionary and 10.9% is non-discretionary.
The firm reports 4 advisory representatives and 285 clients, or 71.3 clients per representative. That equates to $594.5K in reported AUM per client.
The profile lists 2 reported office locations and 8 years in operation. The source data was last updated on January 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Cedar Spring Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Cedar Spring Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHELLE LACOSTE FLETCHER
Chief Compliance Officer
- CRD
- #2057964
- Ownership
- 50% but less than 75%
JUSTIN P MCMASTER
Financial Advisor, Owner
- CRD
- #5989291
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Robert Joseph Rago
Financial Advisor
- CRD
- #7605105
Brendon Christopher Worst
Financial Advisor, Founder
- CRD
- #7407201
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,035,086 | $209,480 |
| Non-Discretionary | $18,383,438 | $218,850 |
| Total | $169,418,524 | $210,458 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Cedar Spring Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.