Firm
Halieus Investment Advisors
Broadway, Virginia
Fee-only
Halieus Investment Advisors at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 4 individual clients.
- Its average account is about $331,000 (assets it manages divided by its 4 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Broadway, Virginia |
|---|---|
| Website | halieus.net |
| Phone | (540) 896-3330 |
Halieus Investment Advisors fees
Halieus Investment 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 | Percentage of assets · Hourly |
|---|---|
| Assets managed | $1 million |
| Individual clients | 4 |
| Accounts managed | 4 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | May 26, 2026 |
| SEC record | CRD 284482 |