Haystack Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 311366
- Website
- haystackfp.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.86%
- Pension & Profit Sharing Plans6.93%
- Corporations / Businesses3.25%
- Individuals2.97%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Haystack Financial Planning operates as an independent Registered Investment Advisor (RIA) structured as a Limited Liability Company. The firm primarily caters to individuals and families, providing a range of services including financial planning, portfolio management for individuals and small businesses, and pension consulting. Haystack Financial Planning does not engage in capital allocation or act as a multi-state adviser, and it does not focus on environmental, social, and governance (ESG) investing. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees.
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 Funds52%
- Exchange Traded Equities41%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Matthew Ricks
President & Financial PlannerCRD 5902163
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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