Riley Hale
Riley · American Fork, Utah
Riley Hale is a fee-only financial advisor at Riley in American Fork, Utah, who holds the CFP credential. Riley charges a percentage of assets (1.2% a year on the first tier of assets managed) and focuses on equity compensation, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Tech employees
- High earners
Facts
| Firm | Riley |
|---|---|
| Based in | American Fork, Utah |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.2% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $11.2M across 104 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX, UT · CRD 7304240 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | techwealth.co |
| Profile |
How Riley's firm compares
- Riley's average account is about $108,000, from its Form ADV (assets managed divided by 104 accounts).
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Questions about Riley
Is Riley Hale a fee-only financial advisor?
Yes. Riley Hale 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 Riley's firm.
How does Riley charge for financial advice?
Riley charges a percentage of assets.
How much does Riley charge?
According to Riley's website, checked October 28, 2026: 1.2% a year on the first tier of assets managed.
Where is Riley Hale based?
Riley Hale is based in American Fork, Utah.
What does Riley specialize in?
Riley's specialties include equity compensation, tax planning and estate & legacy planning. Riley works with tech employees and high earners.
What credentials does Riley Hale hold?
Riley Hale holds the CFP credential.
Is Riley Hale registered with the SEC?
Yes. Riley Hale is registered as an investment adviser representative in CA, TX and UT (CRD 7304240), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Riley manage?
Riley reports $11.2M across 104 accounts in assets under management.
How do I contact Riley Hale?
Through Riley's website, techwealth.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Riley 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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