Halyard Financial, LLC fees and pricing
Financial planner in St. Louis, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Halyard Financial, LLC charges $350 an hour and an annual fee of $6,000 for financial planning.
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
- $350/hr
“Financial Planning engagements are offered at $350 per hour, billed in 15-minute increments.”
- Annual fee
- $6,000/yr
“The minimum annual fee is $6,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Halyard Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Legacy Clients may be billed under a different fee schedule than the one described below.”
- “There will be no refund of the investment management fee upon termination of the service.”
- “The advisor will not charge a prorated fee for the current quarter.”
How Halyard Financial, LLC’s fees compare
- Its hourly rate of $350 is above the Missouri median of $250. 81% of the 88 other Missouri planners that publish an hourly rate charge less.
- 9 of the 12 other planners in St. Louis that publish an hourly rate charge less.
- Its annual fee of $6,000 matches the Missouri median of $6,000. 49% of the 45 other Missouri planners that publish an annual fee charge less.
- 8 of the 11 other planners in St. Louis that publish an annual fee charge less.
About Halyard Financial, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, EA, and CFA.
- Registered as an adviser: 2020 (6 years).
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
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $6,000 minimum fee (stated in brochure)
- Clients
- 52
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $32,781,279
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 291570
- Phone
- (917) 426-2419
Can advise clients in 3 states: Missouri, New York, Wisconsin
Other planners in St. Louis that publish fees
- Adk Wealth Advisory GroupSt. Louis$250-$4,000
- Aquilant AdvisorsSt. Louis$250/hr
- Cauble & Harre Wealth Management, Inc.St. Louis$10,000/yr
- Claris Advisors, LLCSt. Louis$500-$5,000
- Compton Advisors, LLCSt. Louis$500/qtr
- Cratero Capital LLCSt. Louis$100-$500/mo, $1,200-$6,000/yr
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.