Houten Haley Financial LLC fees and pricing
Financial planner in St. Petersburg, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Houten Haley Financial LLC charges a flat or project fee of $750-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $750-$5,000
“A fixed fee engagement ranges from $750 to $5000 depending on the client scenario and expected number of hours to complete a plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Houten Haley Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of Houten Haley Financial fees within five business days of signing the Investment Advisory Contract.”
- “Hourly fees are billed at an hourly rate of up to $250 per hour.”
- “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”
How Houten Haley Financial LLC’s fees compare
- Its flat or project fee of $750-$5,000 spans the Florida median of $4,900. 36% of the 320 other Florida planners that publish a flat or project fee charge less.
- 3 of the 9 other planners in St. Petersburg that publish a flat or project fee charge less.
About Houten Haley Financial LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
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
- 1.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334734
- Phone
- (813) 461-5080
Other planners in St. Petersburg that publish fees
- Advisorplanner, LLCSt. Petersburg$500/hr, $700-$900/yr
- Avid PlanningSt. Petersburg$286-$572/hr
- Bayshore Financial Solutions, LLCSt. Petersburg$250/hr, $1,200
- Burkart Financial Group, Inc.St. Petersburg$200-$350/hr, $500-$3,500
- Cyndeo Wealth PartnersSt. Petersburg$350-$500/hr, $2,500-$25,000
- Elevate Financial Planning and Wealth ManagementSt. Petersburg$1,000-$10,000
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.