Firm
Halcyon Professional Advisors
Cullman, Alabama
Fee-only
Halcyon Professional Advisors at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 1 advisor is listed here, who holds the PFS.
- Its Form ADV reports 1 employee and 7 individual clients.
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Cullman, Alabama |
|---|---|
| Website | halcyonproadvisors.com |
| Phone | (256) 734-7211 |
Halcyon Professional Advisors fees
Halcyon Professional Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Individual clients | 7 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | November 16, 2022 |
| SEC record | CRD 282403 |