CRD: 284620
Hale Financial Solutions, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- North vertex
- Established Date
- 10-12-2017
- Office Locations
- 1
Office Locations
About Hale Financial Solutions, LLC
Hale Financial Solutions is a Wyoming-based fiduciary, fee-only retirement planning firm serving retirees and pre-retirees age 50+. The firm focuses on tax-aware planning, optimizing Social Security, pension and retirement income, and helping clients invest smarter through diversified portfolios (including ETFs and mutual funds). A key differentiator is its detailed analysis of Social Security and Wyoming Retirement System pension benefits.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TIMOTHY C HALE
Chief Compliance Officer, Financial Planner, Managing Member, Owner
- CRD
- #5128294
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,070,843 | -- |
| Non-Discretionary | $0 | $59,102 |
| Total | $27,070,843 | $59,102 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $27,070,843
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,781,903,456 | 55.5% |
| Equity - Exchange | $3,032,337,005 | 44.5% |
| Total | $6,814,240,461 | 100.0% |