Scott Haley
Advisor at Prelude Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Prelude Financial
Location
Wadsworth, OH 44281
Credentials
CFP®, Series 63, Series 66
Industry experience
12 years
About
Scott Haley is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Prelude Financial. He has worked with Prelude Financial and Northwestern Mutual Investment Services LLC since 2015. In addition to his advisory role, he owns and operates Allegro Tax Solutions, LLC, providing tax preparation services to individual clients. Prelude Financial is a small, state-registered advisory firm that serves individual and high-net-worth clients with portfolio management and financial planning services. The firm primarily uses passive investment strategies focused on low turnover and tax efficiency, managing accounts on a non-discretionary basis with regular portfolio reviews.
Expertise
Based on Prelude Financial
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Debt management
General estate planning guidance
Fee options
Financial Planning fixed fee ranging $1,000 to $4,000; Comprehensive Financial Planning upfront fee $750
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $10,000,000: 0.40% $10,000,001+: 0.25%
$200.00 per hour for financial planning
Comprehensive Financial Planning ongoing monthly fee between $100 and $400 per month
Fee-only: Financial Planning hourly rate $200.00/hour; Fixed fees $1,000 to $4,000; Comprehensive Financial Planning monthly retainer $100 to $400/month plus $750 upfront fee
Location
137 College St
Wadsworth, OH 44281
Most active in
Scott H has reported serving >5 clients in these states in the last 12 months.
Ohio
Work history
Prelude Financial, LLC
2015 - Present (11 years)
Northwestern Mutual Investment services LLC
2015 - Present (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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