Firm
Haley & Summers Wealth Management
Fort Wayne, Indiana
Fee-only
Haley & Summers Wealth Management at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 45 individual clients, 12 of them high net worth.
- Its average account is about $1.5 million (assets it manages divided by its 45 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Fort Wayne, Indiana |
|---|---|
| Website | haleyandsummers.com |
| Phone | (260) 437-0254 |
Haley & Summers Wealth Management fees
Haley & Summers Wealth Management 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 | Percentage of assets · Hourly |
|---|---|
| Assets managed | $67 million |
| Individual clients | 33 |
| High-net-worth clients | 12 |
| Accounts managed | 45 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-57577) |
| Financial planning | Offered |
| Form ADV filed | January 20, 2026 |
| SEC record | CRD 108722 |