Jeffrey Haley
Haley & Summers Wealth Management · Fort Wayne, Indiana
Jeffrey Haley is a fee-only financial advisor at Haley & Summers Wealth Management in Fort Wayne, Indiana. Haley & Summers Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Haley & Summers Wealth Management |
|---|---|
| Based in | Fort Wayne, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $67M across 45 accounts |
| SEC registration | Investment adviser representative in IN · CRD 3053769 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | haleyandsummers.com |
| Profile |
How Jeffrey's firm compares
- Haley & Summers Wealth Management's average account is about $1.5 million, from its Form ADV (assets managed divided by 45 accounts).
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Questions about Jeffrey
Is Jeffrey Haley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Haley & Summers Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Haley & Summers Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jeffrey Haley based?
Jeffrey Haley is based in Fort Wayne, Indiana.
Is Jeffrey Haley registered with the SEC?
Yes. Jeffrey Haley is registered as an investment adviser representative in IN (CRD 3053769), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Haley & Summers Wealth Management manage?
Haley & Summers Wealth Management reports $67M across 45 accounts in assets under management.
How do I contact Jeffrey Haley?
Through Jeffrey's website, haleyandsummers.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
- 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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