Firm
Halyard Financial
St. Louis, Missouri
Fee-only
Halyard Financial at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 52 individual clients, 10 of them high net worth.
- Its average account is about $197,000 (assets it manages divided by its 166 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Missouri median of $4,770.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | St. Louis, Missouri |
|---|---|
| Website | halyardfinancial.com |
| [email protected] | |
| Phone | (917) 426-2419 |
Halyard Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets |
In the firm's words
"Our current minimum annual fee is $6,000/yr or $500/mo" source
"Fee Rate 1.00% 0.50% 0.25%" source
"All investable assets within a tier are charged at a certain rate." source
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 · Fixed fees |
|---|---|
| Assets managed | $33 million |
| Individual clients | 42 |
| High-net-worth clients | 10 |
| Accounts managed | 166 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 291570 |