Halcyon Professional Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$0
About
Halcyon Professional Advisors provides fee-only financial planning and investment oversight to a small number of middle‑income individuals and families. Services include comprehensive retainer engagements, limited‑scope projects, and one‑time financial reviews, with recommendations that commonly focus on no‑load mutual funds and other publicly traded investments.
The firm generally does not provide ongoing discretionary asset management; instead it delivers tailored recommendations, tax‑aware asset allocation advice, and periodic reviews — at least annually or when client circumstances change — while clients retain control of their accounts. Its investment analysis draws on the Alliance of Comprehensive Planners' fund lists and organizes portfolios around three broad asset classes (interest‑earning, real estate, and equities) to address diversification and after‑tax outcomes.
Distinctive aspects include that the firm’s principals are practicing CPAs who maintain separate tax planning and tax‑return preparation practices and may offer those services to clients outside the advisory engagement, a relationship the firm discloses and seeks to mitigate. The firm also uses fixed, non‑AUM‑based fees (retainers and project fees) rather than percentage‑of‑assets billing, does not act as custodian of client assets, and generally does not vote proxies on clients’ behalf.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
Cash flow / budgeting
Demographic focus
Mid-Career Professionals
Fee options
Retainer fees billed monthly or quarterly in advance, ranges from $2,000 to $20,000 annually.
Fee-only: Financial Review: $500-$950; Limited Scope Engagement: $1,000-$5,000; Retainer: $2,000-$20,000 annually, billed monthly or quarterly in advance.
Main office location
Halcyon Professional Advisors
316 2 Nd Ave Sw, Ste 300
Cullman AL 35055, United States
Number of offices
1
Most active in
Halcyon Professional Advisors has reported serving >5 clients in these states in the last 12 months.
Alabama
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
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