Belay Finance
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Belay Finance provides financial planning and consulting services to individuals and high-net-worth clients, delivering full financial plans and targeted consultations on topics such as cash flow, retirement strategy, tax reduction, risk management, and estate preservation. The firm also conducts free, educational seminars and workshops for the public; those events are explicitly educational and do not provide individualized investment or tax advice.
Belay Finance does not manage or custody client assets and does not offer discretionary portfolio management; instead it delivers written plans and recommendations that clients may implement through their chosen custodians. The firm charges hourly or fixed fees for planning work rather than fees based on a percentage of assets, and it recommends periodic plan reviews or updates as client circumstances or laws change.
Noteworthy among peers, the firm combines public education efforts with an advisory profile that includes prior senior management experience at a large technology company and ownership of a separate publishing and consulting business, with no disclosed conflicts from that outside activity. When clients request implementation assistance the firm presents broker options (it commonly cites Charles Schwab for its online interface) but discloses it receives no referral compensation.
Client services
Expertise
Fee options
Flat fee of $2,500 for financial planning (negotiable)
$250 per hour
Fee-only: Hourly fee of $250 per hour; Fixed fee of $2,500 (negotiable)
Main office
Montgomery OH
Advisors at this office
1
Most active in
California · Michigan · Ohio · Texas
Also doing business as
Belay Finance · Belay Finance, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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