Haysley Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“COMPREHENSIVE PLANNING Comprehensive financial planning services are offered on an hourly rate not to exceed $400 with a maximum fixed fee not to exceed $25,000 for the initial engagement.”

Flat or project fee

$25,000

From the same sentence as above.

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

How Haysley Financial Services, Inc. bills

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

• “Require one-half the fee be paid at the time the Agreement is signed, with the remaining balance due upon completion of the financial plan7; or, 2.”
• “Require one-half the fee be paid at the time the Agreement is signed, with the remaining balance billed monthly on a progress basis as the work is completed.”

How Haysley Financial Services, Inc.’s fees compare

• Its hourly rate of $400 is above the Florida median of $288. 78% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Lake Mary that publish an hourly rate charge less.
• Its flat or project fee of $25,000 is above the Florida median of $4,900. 93% of the 320 other Florida planners that publish a flat or project fee charge less.
• 4 of the 5 other planners in Lake Mary that publish a flat or project fee charge less.

About Haysley Financial Services, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2007 (19 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

2% a year

Clients

30

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$12,030,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

145248

Phone

(407) 982-7000

Other planners in Lake Mary that publish fees

• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• Batman Wealth Management, LLCLake Mary$6,000/yr
• Collaborative WealthLake Mary$200⁠-⁠$400/hr
• Dias Wealth, LLCLake Mary$250/hr, $2,500
• Financial Life Designs LLCLake Mary$500, $750/qtr
• QTR Family Wealth, LLCLake Mary$2,500

Compare all 10 planners in Lake Mary