Halley Hill Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,936,958
Total clients
15
47% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$1,195,797
About
Halley Hill Wealth Management serves individuals (including high‑net‑worth clients), small businesses, and foundations and charitable organizations with comprehensive financial planning, investment consultation, retirement‑plan advice, and ongoing portfolio management. The firm manages client accounts on a predominantly discretionary basis and also offers periodic educational workshops on personal finance and investing.
The firm builds customized portfolios using core‑and‑satellite and Modern Portfolio Theory approaches, generally favoring ETFs and mutual funds and relying primarily on fundamental analysis with technical analysis used as appropriate. Investment guidelines are tailored to each client’s objectives, time horizon, and risk tolerance, and accounts are reviewed quarterly or more frequently with trade execution, reporting, and account aggregation provided through a third‑party operations platform.
Noteworthy distinctions include that the firm’s principal also maintains a state insurance license and may receive commissions and renewal income from annuity and insurance product sales, a dual role the brochure says is disclosed in advance and can present potential conflicts of interest. The firm’s provision of complimentary educational seminars combined with documented disclosures and written financial plans differentiates its service mix from many advisory practices of comparable scale.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Retirement withdrawal strategies
Fee options
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
Main office location
Halley Hill Wealth Management LLC
915 B Main Street
Perry GA 31069, United States
Number of offices
1
Most active in
Halley Hill Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
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:
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.
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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
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