Advisor at Halley Hill Wealth Management 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.
Firm
Halley Hill Wealth Management LLC
Location
Perry, GA 31069
Credentials
CFA®, Series 65
Industry experience
5 years
Zachary Purvis is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been the principal advisor at Halley Hill Wealth Management LLC since 2020 and previously worked at AgGeorgia Farm Credit, ACA from 2016 to 2020. Purvis also serves as an expert witness for legal cases. Halley Hill Wealth Management serves individuals, small businesses, and charitable organizations with financial planning, investment consultation, and portfolio management. The firm employs a core-and-satellite and Modern Portfolio Theory investment approach, primarily using ETFs and mutual funds, and provides quarterly account reviews along with educational workshops on personal finance and investing.
Based on Halley Hill Wealth Management LLC
Based on Halley Hill Wealth Management LLC
Project-based financial planning fees ranging from $1,000 to $5,000 per plan; fixed fees for ongoing advisory services from $500 to $5,000 per quarter
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.85% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Insurance commissions earned by licensed insurance agent associates on insurance or fixed annuity products
Hourly financial planning at $250 per hour, billed in 15-minute increments
Account minimum: $100,000 (implied from minimum quarterly fee making smaller accounts impractical) Minimum fee: Minimum quarterly fee of $500 Fee-only: Financial planning project fees range from $1,000 to $5,000 per plan; hourly rate $250 per hour; ongoing financial planning/advisory fees from $500 to $5,000 per quarter
915 B Main Street
Perry, GA 31069
Georgia
Halley Hill Wealth Management LLC
2020 - Present (6 years)
AgGeorgia Farm Credit, ACA
2016 - 2020 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Perry, GA
Stack Wealth Management, LLC
Series 63, Series 65
Warner Robins, GA
Jansson Financial Svcs
CFP®, Series 63
Warner Robins, GA
Jansson Financial Svcs
Series 66
Perry, GA
56 Capital Partners, Ltd
CFP®, Series 63, Series 65, Series 66
Kathleen, GA
Origin Investment Advisory LLC
Series 63, Series 65
Perry, GA
Valic Financial Advisors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")