Haland Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Haland Wealth Management is a fee-only registered investment adviser that provides investment management, financial planning, and retirement-plan consulting to a mix of plan sponsors and individual clients. The firm’s retirement-plan services include developing investment policy statements, performing investment and fee reviews, providing participant education, and conducting vendor searches.
The firm describes a portfolio-construction approach grounded in Modern Portfolio Theory and uses both passive and active strategies, including model portfolios from a third-party provider and the use of outside managers the firm selects. Haland Wealth Management typically acts on a discretionary basis, tailors allocations and client-imposed restrictions, and can incorporate socially responsible investing screens when requested.
Distinctive features highlighted in the ADV include a formal role in selecting and monitoring outside advisers and an emphasis on pension and retirement-plan consulting—services that are less common among peers in this category. The brochure also notes the firm is newly registered and reported no assets under management as of year-end 2025, and it states that its compensation arrangements are not primarily percentage-of-assets-based and that recommended outside managers do not pay the firm for referrals.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Fee options
Project-Based Financial Planning fixed fees from $5,000 to $22,000; additional components billed separately at specified ranges
Minimum fee: Investment Management Services annual fee ranges from $4,800 to $40,000; Ongoing Financial Planning recurring fixed fee ranges from $1,200 to $10,000 per year; Project-Based Financial Planning fixed fees range from $5,000 to $22,000 Fee-only: All fees described are fixed fees or fixed fee ranges for services; no commissions are accepted
Main office location
Haland Wealth Management
Chicago IL, United States
Number of offices
1
Most active in
Haland Wealth Management has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
Quick links
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