HALE FINANCIAL SOLUTIONS, LLC

Overview

Hale Financial Solutions, LLC is an independent registered investment adviser serving individuals and families. Founded as an owner-operated limited liability company and registered with the SEC in 2016, the firm provides financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its advisory practice is fee-based with a mix of percentage-of-AUM billing, hourly charges and fixed fees. Hale Financial Solutions manages client assets on a discretionary basis and favors public mutual funds as the primary vehicle for delivering diversified exposure across asset classes. The firm is not an ESG investor, does not serve as a pension consultant or multi-state adviser, and does not position itself as a capital allocator.

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