Halieus Investment Advisors fees and pricing

Financial planner in Broadway, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 5, 2026, Halieus Investment Advisors charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Financial Planning fee is an hourly rate of $150 per hour, depending on complexity.”

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

“Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
“An account may be terminated with written notice at least 30 calendar days in advance.”
“Upon termination of the account, any unearned fee will be refunded to the client on a prorated basis.”

Its hourly rate of $150 is below the Virginia median of $260. 6% of the 203 other Virginia planners that publish an hourly rate charge less.
None of the 2 other planners in Broadway that publish an hourly rate charge less.

Principal: Lawrence Yoder
Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2015 (11 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 4
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed: $1,322,259
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 284482
Website: halieus.net (opens in new tab)
Phone: (540) 896-3330

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.