Scott Haley is a CFP-designated registered investment advisor at Prelude Financial, based in Wadsworth, OH, with 12 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 36 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Annual fees are negotiable.
Fee Estimator
Contact
Scott Haley
Location
137 College St, Wadsworth, OH, 44281
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Scott is the Owner/Tax Advisor for Allegro Tax Solutions, LLC, providing tax preparation services since 2017. He dedicates about 10-20% of his time to this non-investment related business.
Employment History
Current Registrations
Prelude Financial
Previous Registrations
Northwestern Mutual Investment Services,llc
Storey & Associates
Scott Snow (financial Advisors) LLC
PNC Investments
Edward Jones
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
At Prelude Financial, our mission is to partner with you to create financial comfort, help and protect your family, and build a legacy. We are driven to provide objective, tailored solutions that enhance your life. We endeavor to know and understand your financial situation and provide you with only the highest quality service and advice to help you reach your personal goals