HAYSTACK FINANCIAL PLANNING

HAYSTACK FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 311366). Regulatory assets under management: $11.1M.

Registration

• CRD: 311366
• Type: Registered investment adviser
• Phone: 917-409-7878
• Latest filing: 2025-03-04
• Regulatory AUM: $11.1M
• Discretionary AUM: $10.0M
• Non-discretionary AUM: $1.1M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311366 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search