Hale Financial Solutions, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“For Clients with assets less than $300,000, we provide financial planning services at our hourly rate below. 9 Financial Planning Hourly Fee Financial planning services are offered at a rate of $200.00 per hour, billed in 30 minute increments.”

Annual fee

$2,400⁠-⁠$3,600/yr

“Investment Management for Small Business Retirement Plans For Small Business Retirement Plans, including SIMPLE IRAs, our investment management fees are offered at a rate of $2,400 per year (for up to 5 employee-participants) and $3,600 per year (for 6 to 15 employee-participants).”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Hale Financial Solutions, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Investment management fees are paid quarterly in arrears.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “Clients should compare the invoice against the statement and inform the Advisor of any discrepancies.”

How Hale Financial Solutions, LLC’s fees compare

• Its hourly rate of $200 is below the Wyoming median of $250. 33% of the 12 other Wyoming planners that publish an hourly rate charge less.

About Hale Financial Solutions, LLC

• Firm size: 3 employees.
• Founded: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

72

Employees

3

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$27,070,843

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

284620

Website

halefinancialsolutions.com (opens in new tab)

Phone

(307) 885-7684

Other planners in Wyoming that publish fees

• Copperline Wealth Management & PlanningCody$50⁠-⁠$300/hr
• Dreyfuss Capital Management LLCJackson$125⁠-⁠$300/hr, $1,000⁠-⁠$15,000
• Elevate Wealth ManagementSheridan$500/hr, $2,500⁠-⁠$10,000
• Elevated Asset Management LLCJackson$1,000⁠-⁠$3,000
• Gervais Capital Management, LLCWilson$500/hr
• Kaiser Wealth ManagementBurns$35⁠-⁠$300/hr

Compare all 29 planners in Wyoming