Haley Koss
Tower Wealth Partners · Lewisburg, Pennsylvania
Haley Koss is a fee-only financial advisor at Tower Wealth Partners in Lewisburg, Pennsylvania. Tower Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Founders
- Executives
- Physicians
- Retirees
Facts
| Firm | Tower Wealth Partners |
|---|---|
| Based in | Lewisburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $440.4M across 1,842 accounts |
| SEC registration | Investment adviser representative in IN, PA · CRD 6582829 |
| Exams passed | Series 66 (2019) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.towerwp.com |
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Questions about Haley
Is Haley Koss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Haley holds no broker registration, and Tower Wealth Partners 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, Tower Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Haley Koss based?
Haley Koss is based in Lewisburg, Pennsylvania.
Is Haley Koss registered with the SEC?
Yes. Haley Koss is registered as an investment adviser representative in IN and PA (CRD 6582829), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tower Wealth Partners manage?
Tower Wealth Partners reports $440.4M across 1,842 accounts in assets under management.
How do I contact Haley Koss?
Through Haley's website, www.towerwp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Tower Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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