Haystack Financial Planning provides personalized investment management and financial planning services to individuals, high net-worth individuals, businesses, and retirement plans. The firm builds tailored investment portfolios primarily using passive strategies and index funds, guided by modern portfolio theory. In addition to managing investments, Haystack Financial Planning offers comprehensive ongoing financial planning and project-based financial planning covering retirement, taxes, estate planning, cash flow, debt management, college savings, and employee benefits. The firm operates with no account minimums and acts as a fiduciary, legally required to act in your best interest at all times.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and prorated and paid monthly in arrears. Employee benefit plan services are charged at a separate rate not to exceed 0.75% of total plan assets.