Scott Haley
Prelude Financial, LLC · Doylestown, Ohio
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.
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Facts
| Firm | Prelude Financial, LLC |
|---|---|
| Based in | Doylestown, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $33.5M across 108 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 5919854 |
| Exams passed | Series 66 (2012) · Series 63 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Scott's firm compares
- Prelude Financial, LLC's average account is about $311,000, from its Form ADV (assets managed divided by 108 accounts).
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Questions about Scott
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.
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
- 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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