Matt Ricks
Haystack Financial Planning LLC · Syosset, New York
Matt Ricks is a fee-only financial advisor at Haystack Financial Planning LLC in Syosset, New York, who holds the CFP and MBA credentials.
- $11M
- Firm assets managed
- $484,000
- Firm's average account
- 2014
- First securities exam
How does Matt's firm compare?
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Haystack Financial Planning LLC's average account is about $484,000, from its Form ADV (assets managed divided by 23 accounts).
Questions about Matt
Is Matt Ricks a fee-only financial advisor?
Yes. Matt Ricks is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matt's firm.
How does Matt Ricks charge for financial advice?
Matt's firm, Haystack Financial Planning LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Matt Ricks work with clients virtually?
Yes. Haystack Financial Planning LLC says on its website that it works with clients remotely.
Where is Matt Ricks based?
Matt Ricks is based in Syosset, New York.
What credentials does Matt Ricks hold?
Matt Ricks holds the CFP and MBA credentials.
Is Matt Ricks registered with the SEC?
Yes. Matt Ricks is registered as an investment adviser representative in NY (CRD 5902163), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Haystack Financial Planning LLC manage?
Haystack Financial Planning LLC reports $11.1M across 23 accounts in assets under management.
How do I contact Matt Ricks?
Through Matt Ricks's website, haystackfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Haystack Financial Planning LLC |
|---|---|
| Based in | Syosset, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $11.1M across 23 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in NY · CRD 5902163 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | haystackfp.com |
| Profile |
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Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Haystack Financial Planning LLC 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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