# Haley Schwartz

> Haley Schwartz is a fee-only financial advisor at ARX Private Wealth in Lancaster, Pennsylvania, who holds the CFP credential. Haley focuses on retirement planning, tax planning and family wealth transfer. ARX Private Wealth reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** ARX Private Wealth
- **Based in:** Lancaster, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $113.6M across 73 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Family wealth transfer, Founders (pre-exit)
- **Works with:** Founders, Executives, Multi-generational families, High earners, Ultra high net worth
- **CRD:** 6022987 (https://adviserinfo.sec.gov/individual/summary/6022987)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2012), Series 65 (2013)
- **Firm size:** 6 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://arxprivatewealth.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Haley holds no broker registration, and ARX Private Wealth 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, ARX Private Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Haley Schwartz based?

Haley Schwartz is based in Lancaster, Pennsylvania.

### What does Haley specialize in?

Haley's specialties include retirement planning, tax planning, family wealth transfer and founders (pre-exit). Haley works with founders, executives, multi-generational families, high earners and ultra high net worth.

### What credentials does Haley Schwartz hold?

Haley Schwartz holds the CFP credential.

### Is Haley Schwartz registered with the SEC?

Yes. Haley Schwartz is registered as an investment adviser representative in PA (CRD 6022987), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does ARX Private Wealth manage?

ARX Private Wealth reports $113.6M across 73 accounts in assets under management.

### How do I contact Haley Schwartz?

Through Haley's website, arxprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6022987): 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://arxprivatewealth.com/): specialties, clients served, and fees, checked October 30, 2026

---

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