Timothy Hale
Hale Financial Solutions · Afton, Wyoming
Timothy Hale is a fee-only financial advisor at Hale Financial Solutions in Afton, Wyoming. Timothy charges a percentage of assets, hourly fees and an ongoing planning fee (1.25% a year on the first tier of assets managed and a $250,000 asset minimum) and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Hale Financial Solutions |
|---|---|
| Based in | Afton, Wyoming |
| Fee model | Percentage of assets · Hourly · Ongoing planning fee |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed · A $250,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $27.1M across 270 accounts |
| SEC registration | Investment adviser representative in WY · CRD 5128294 |
| Exams passed | Series 63 (2006) · Series 66 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.halefinancialsolutions.com |
| Profile |
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Questions about Timothy
Is Timothy Hale a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Hale Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy charges a percentage of assets, hourly fees and an ongoing planning fee.
How much does Timothy charge?
According to Hale Financial Solutions's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed; a $250,000 asset minimum.
Where is Timothy Hale based?
Timothy Hale is based in Afton, Wyoming.
What does Timothy specialize in?
Timothy's specialties include retirement planning. Timothy works with retirees and pre-retirees.
Is Timothy Hale registered with the SEC?
Yes. Timothy Hale is registered as an investment adviser representative in WY (CRD 5128294), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hale Financial Solutions manage?
Hale Financial Solutions reports $27.1M across 270 accounts in assets under management.
How do I contact Timothy Hale?
Through Timothy's website, www.halefinancialsolutions.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
- Hale Financial Solutions website : specialties, clients served, and fees, checked October 30, 2026
- 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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