# Scott Haley

> Scott Haley is a fee-only financial advisor at Prelude Financial, LLC in Doylestown, Ohio, who holds the CFP credential. Prelude Financial, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Prelude Financial, LLC
- **Based in:** Doylestown, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $33.5M across 108 accounts
- **Credentials:** CFP
- **CRD:** 5919854 (https://adviserinfo.sec.gov/individual/summary/5919854)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 66 (2012), Series 63 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Scott Haley a fee-only financial advisor?

Yes. Scott Haley 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 Scott's firm.

### How does Scott charge for financial advice?

Scott's firm, Prelude Financial, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Scott Haley based?

Scott Haley is based in Doylestown, Ohio.

### What credentials does Scott Haley hold?

Scott Haley holds the CFP credential.

### Is Scott Haley registered with the SEC?

Yes. Scott Haley is registered as an investment adviser representative in OH (CRD 5919854), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Prelude Financial, LLC manage?

Prelude Financial, LLC reports $33.5M across 108 accounts in assets under management.

### How do I contact Scott Haley?

Contact details aren't on file yet. Search for Prelude Financial, LLC.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/scott-haley-11162): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

---

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