Belay Finance
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Belay Finance provides financial planning and consulting services to individuals and high‑net‑worth clients and conducts public seminars and workshops on investment topics. The firm does not manage client assets or sponsor wrap-fee programs and delivers written plans and consultation services rather than discretionary portfolio management.
Advice is delivered through comprehensive financial plans and targeted consultation engagements that incorporate cash‑flow analysis, investment planning, tax considerations, risk management, and estate planning; plans are updated on request and reviewed at least annually. Engagements are billed on an hourly or fixed‑fee basis rather than through percentage‑of‑assets‑under‑management fees that many investment managers use.
Distinctive elements include the firm’s regular educational seminars and workshops offered to the public at no charge, its reliance on hourly/fixed planning fees instead of AUM‑based compensation, and a sole‑owner structure with an affiliated publishing/consulting business. The ADV shows an initial filing in 2025 and no disclosureable disciplinary history, which together with its service model sets it apart from many peers that primarily manage pooled or institutional assets.
Client services
Financial planning
Educational seminars or workshops
Expertise
General retirement planning
Income planning
General tax planning
General estate planning guidance
Cash flow / budgeting
Fee options
Flat fee of $2,500 for financial planning services, negotiable
$250 per hour for financial planning services
Fee-only: Hourly fee of $250 per hour; Fixed fee of $2,500 (negotiable) for financial planning services
Main office location
Belay Finance
Montgomery OH, United States
Number of offices
1
Most active in
Belay Finance has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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