# Haley Herr

> Haley Herr is a fee-only financial advisor at Rosemeyer Management Group in Sterling, Illinois. Haley focuses on retirement planning, tax planning and estate & legacy planning. Rosemeyer Management Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/haley-herr/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Rosemeyer Management Group
- **Based in:** Sterling, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $914.0M across 1,170 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7455463 (https://adviserinfo.sec.gov/individual/summary/7455463)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2026)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** http://www.rosemeyermg.com

## Frequently asked questions

### Is Haley Herr a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Haley holds no broker registration, and Rosemeyer Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Haley charge for financial advice?

Haley's firm, Rosemeyer Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Haley Herr based?

Haley Herr is based in Sterling, Illinois.

### What does Haley specialize in?

Haley's specialties include retirement planning, tax planning and estate & legacy planning. Haley works with retirees and pre-retirees.

### Is Haley Herr registered with the SEC?

Yes. Haley Herr is registered as an investment adviser representative in IL (CRD 7455463), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rosemeyer Management Group manage?

Rosemeyer Management Group reports $914.0M across 1,170 accounts in assets under management.

### How do I contact Haley Herr?

Through Haley's website, www.rosemeyermg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7455463): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://rosemeyermg.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.