A complete list of active advisors currently associated with Houten Haley Financial LLC

Warmer can help you find a great advisor at Houten Haley Financial LLC or one who fits your needs even better.

Houten Haley Financial, LLC is a state‑registered investment adviser that offers discretionary and non‑discretionary portfolio management and financial planning to individuals and high‑net‑worth individuals. The firm provides tailored advice across equities, exchange‑traded funds, mutual funds, fixed‑income securities, option contracts and U.S. government securities, and delivers planning or consultations under written agreements. The adviser combines fundamental and quantitative analysis with modern portfolio theory to build portfolios aligned with clients’ goals and risk tolerances, generally favoring a long‑term approach while permitting shorter‑term trades for rebalancing or tactical needs. It emphasizes continuous client contact and periodic account reviews to implement and monitor customized investment strategies based on each client’s objectives, time horizon and liquidity needs. Noteworthy details in the brochure include the availability of financial planning on either an hourly or a fixed‑fee engagement basis—an hourly billing option that is less common among peer investment managers—and the firm’s recent formation with no assets under management reported at the time of its initial filing. The firm discloses an institutional relationship with a custodian that provides software and support to the adviser and also describes policies intended to mitigate potential conflicts when supervised persons may trade the same securities as clients.

To learn more about the advisors currently working at Houten Haley Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Fargo	St. Petersburg, FL	1

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