Hayley Haslett
Lake Road Advisors · Vancouver, Washington
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).
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Who they serve
- Pre-retirees
- Retirees
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 |
| Assets under management | $98.8M across 137 accounts |
| Credentials | CFP · MS · MBA |
| SEC registration | Investment adviser representative in TX, WA · CRD 7199554 |
| Exams passed | Series 65 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | lakeroadadvisors.com |
How Hayley's firm compares
- Lake Road Advisors's average account is about $721,000, from its Form ADV (assets managed divided by 137 accounts).
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Questions about Hayley
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Lake Road Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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