# Hale Financial Solutions

Hale Financial Solutions is a RIA based in Afton, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Afton, United States
- **Region:** North America
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** https://halefinancialsolutions.com

## Regulatory record

- **CRD number:** 284620
- **SEC file number:** 801-108210
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284620

## About

Hale Financial Solutions is a fiduciary, fee-only financial retirement planning firm specifically serving Wyoming-based retirees and pre-retirees over age 50. The firm helps clients reduce income taxes, optimize Social Security, pension and retirement income, and invest smarter. It provides retirement planning guidance to Wyoming individuals and families.

## Sectors

- Wyoming-based retirees and pre-retirees over age 50

## People

- Tim Hale — Founder & CEO

## Questions

### Who runs investment decisions at Hale Financial Solutions?

No principals or investment committee members are identified in public records. The firm has not disclosed any named decision-makers, which is typical for tightly held family offices that do not seek press coverage or participate in industry conferences.

### Does Hale Financial Solutions have a public track record or disclosed portfolio?

No. The office has not published any portfolio holdings, closed any publicly announced deals, or appeared in co-investment syndicates reported by trade publications. Its investment history is entirely private.

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Last updated: 2026-08-11T15:06:57.816Z

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