Haystack Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,992,859
Clients
12
58% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$832,738
About
Haystack Financial Planning provides investment management and both project-based and ongoing comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and a limited number of corporate clients. The firm also offers business planning consulting and employee benefit plan services for employer plan sponsors, including advice on plan structure, investment options, and participant education.
The firm constructs portfolios using Modern Portfolio Theory and primarily practices passive investment management with index mutual funds and ETFs, aiming for low turnover and tax efficiency. It also employs fundamental and cyclical analysis to inform asset-allocation decisions and implements client-specific investment policy statements to tailor portfolios and planning engagements.
What is distinctive for this small independent adviser is the explicit focus on pension and profit-sharing plan clients and pension consulting—services that are uncommon among peers of its size. With a compact client roster and a mix of discretionary and non-discretionary assets, the firm combines individualized plan implementation with workplace retirement-plan advisory work while noting exclusions for certain illiquid or employer-specific plan assets.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-based financial planning option ranging from $3,500.00 to $10,000.00; ongoing comprehensive financial planning upfront charge up to $2,500.00 and ongoing fee $250.00 - $1,000.00 per month or $750.00 - $3,000.00 per quarter
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$300.00 per hour for project-based financial planning services
Main office location
Haystack Financial Planning
Syosset NY, United States
Number of offices
1
Most active in
Haystack Financial Planning has reported serving >5 clients in these states in the last 12 months.
New York
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:
-
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.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
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
LinkedIn
Facebook
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Instagram
Website
917-409-7878
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