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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2015
- Office Locations
- 1
Office Locations
About Prelude Financial
Prelude Financial is a fee-only financial planning and investment management firm serving entrepreneurs, pre-retirees, and retirees. The team integrates tax planning with cash flow, debt, insurance, estate, and education planning, and manages diversified portfolios built primarily with low-cost mutual funds and ETFs. They avoid market timing and can incorporate themes like SRI and digital currencies when suitable.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
SCOTT S HALEY
Chief Compliance Officer, Financial Advisor, General Partner, Managing Partner
- CRD
- #5919854
- Ownership
- 50% but less than 75%
Robert Eshelman
PARTNER
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $33,534,822 | -- |
| Total | $33,534,822 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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