# Hayley Haslett

> Hayley Haslett is a fee-only financial advisor at Lake Road Advisors in Vancouver, Washington, who holds the CFP, MS and MBA credentials. Hayley charges a percentage of assets (typically works with clients with $1,000,000 or more).

Page: https://find.wellspent.co/advisors/hayley-haslett/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Lake Road Advisors
- **Based in:** Vancouver, Washington
- **Fee model:** Percentage of assets
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $98.8M across 137 accounts
- **Credentials:** CFP, MS, MBA
- **Works with:** Pre-retirees, Retirees
- **CRD:** 7199554 (https://adviserinfo.sec.gov/individual/summary/7199554)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 65 (2020)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://lakeroadadvisors.com

## Frequently asked questions

### Is Hayley Haslett a fee-only financial advisor?

Yes. Hayley Haslett is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Hayley's firm.

### How does Hayley charge for financial advice?

Hayley charges a percentage of assets.

### How much does Hayley charge?

According to Lake Road Advisors's website, checked October 28, 2026: typically works with clients with $1,000,000 or more.

### Does Hayley work with clients virtually?

Yes. Lake Road Advisors says on its website that it works with clients remotely.

### Where is Hayley Haslett based?

Hayley Haslett is based in Vancouver, Washington.

### What credentials does Hayley Haslett hold?

Hayley Haslett holds the CFP, MS and MBA credentials.

### Is Hayley Haslett registered with the SEC?

Yes. Hayley Haslett is registered as an investment adviser representative in TX and WA (CRD 7199554), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Lake Road Advisors manage?

Lake Road Advisors reports $98.8M across 137 accounts in assets under management.

### How do I contact Hayley Haslett?

Through Hayley's website, lakeroadadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38651): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://lakeroadadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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