HOUTEN HALEY FINANCIAL LLC

Overview

Houten Haley Financial LLC is a small, individually owned limited liability advisory firm that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm offers a mix of fee arrangements — percentage of assets under management, hourly charges, and fixed fees — which supports both ongoing advisory relationships and project-based planning work. Public disclosures indicate the firm is not an active ESG investor, is not positioned as a pension consultant, and is not classified as a capital allocator. Investment activity and manager allocation preferences are not publicly disclosed beyond the advisory services offered. Given the stated client focus, the firm’s practical emphasis is likely on client-specific, goal-driven allocations rather than large-scale institutional mandates: customized equity and fixed-income mixes, cash management, and retirement planning strategies tailored to households and small business owners. Because there are no reported client accounts or AUM in filings, there is no published detail on standard model portfolios, trading approach (discretionary vs. non-discretionary), or manager/third-party manager usage.

Assets & Accounts

Location & Offices