Hale Financial Solutions, LLC
Firm details
- Headquarters
- Afton, Wyoming
- CRD number
- 284620
- Registered since
- August 5, 2016
- Custodians
- CHARLES SCHWAB & CO., INC., BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals86.48%
- HNWI9.49%
- State / Municipal Government3%
- Corporations / Businesses1.04%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hale Financial Solutions, LLC is an independent, Wyoming-registered limited liability advisory firm owned by an individual. The firm serves primarily individuals and families, offering financial planning, portfolio management for individuals and small businesses, and client-facing educational seminars and workshops. Its billing mixes AUM-based fees with hourly and fixed-fee arrangements. Hale does not position itself as a capital allocator and does not list active ESG investing among its practices.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities3%
Owners & executives
1 of 1
Timothy Hale
Founder & CEOCRD 5128294
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Afton, WY
Lincoln
Location
Afton, WY
Headquartered in Afton, WY, in the West of the United States.
- Region
- West
- County
- Lincoln
- Address
- 80 E 1st Ave
- Time zone
- MT (UTC-7)
- Office locations
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