CRD: 108722
Haley & Summers Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-1990
- Office Locations
- 1
Office Locations
About Haley & Summers Wealth Management, Inc.
Haley & Summers Wealth Management is a fee-only RIA in Fort Wayne, IN serving retail investors with ongoing financial planning and portfolio management, including retirement, tax and estate planning. Portfolios are implemented primarily with ETFs and held at Charles Schwab. Led by industry veteran Jeff Haley (in the business since 1997), the firm emphasizes independent advice and transparent client collaboration.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 45 clients, or 22.5 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 36 years in operation. The source data was last updated on January 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
ROGER CRAIG SUMMERS
CHIEF OPERATING OFFICER, President
- CRD
- #1360759
- Ownership
- 75% or more
JEFFREY LYNN HALEY
President
- CRD
- #3053769
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Haley & Summers Wealth Management, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.