Timothy Hale
Advisor at Hale Financial Solutions, LLC
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.
Advisor at Hale Financial Solutions, LLC
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.
Location
Afton, WY 83110
Credentials
Series 63, Series 66
Industry experience
12 years
Timothy Hale is a financial advisor at Hale Financial Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Zions Bancorporation for seven years. Outside of his advisory role, he is a co-owner of StarValleyWY.com, where he contributes to website maintenance, content creation, and marketing. Hale Financial Solutions serves individuals, families, municipalities, small businesses, and corporate clients. The firm primarily follows a passive, asset-class investment approach using index mutual funds and ETFs, offering discretionary portfolio management, retirement-plan advisory, and financial planning through both digital platforms and institutional custodians.
Based on Hale Financial Solutions, LLC
Based on Hale Financial Solutions, LLC
$2,400 per year for small business retirement plans up to 5 employees; $3,600 per year for 6 to 15 employees; $1,800 per year flat fee for municipalities
$0 - $1,000,000: 1.25% annually $1,000,000+: 0.75% annually
$200.00 per hour, billed in 30 minute increments, for financial planning if assets less than $300,000 or standalone financial planning
Account minimum: $300,000 minimum for financial planning services included with investment management; financial planning available for clients with less than $300,000 at hourly rate
80 East 1 St Avenue
Afton, WY 83110
Wyoming
Hale Financial Solutions
2016 - Present (10 years)
Hometown Title
2016 - Present (10 years)
Zions Bancorporation
2009 - 2016 (7 years)
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