Updated:Jun 3, 2026

Haystack Financial Planning

HAYSTACK FINANCIAL PLANNING is an SEC-registered investment adviser with $11 million in regulatory assets under management.

Haystack Financial Planning

HAYSTACK FINANCIAL PLANNING is an SEC-registered investment adviser with $11 million in regulatory assets under management. The firm manages $10 million on a discretionary basis. It has 1 employee and 1 investment adviser.

linkedin.com/company/matthewgricks

General information

Firm type

RIA

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Sector focus

Financial ServicesWealth Management

Who runs investment decisions at Haystack Financial Planning?

No named principals have been publicly identified. The firm's investment committee or lead advisor structure is not disclosed in available sources.

How does Haystack Financial Planning source proprietary deal flow?

The firm appears to focus on comprehensive financial planning rather than proprietary deal sourcing or direct private investments. No direct investment activity or deal flow is documented.

Is Haystack Financial Planning structured as a single family office or does it operate more like a venture firm?

Haystack Financial Planning is neither a single-family office nor a venture firm. It is a financial planning RIA serving a retail client base, similar to many independent advisory practices.

Does Haystack Financial Planning participate in fund commitments or only direct deals?

Available sources do not indicate any participation in fund commitments or direct deal activity. The firm's model appears centered on advisory financial planning services, not capital allocation.

What investment stages does Haystack Financial Planning typically target?

No specific investment stage preferences are documented. As a financial planning firm, its focus is likely on allocation across publicly traded securities and cash for client portfolios, not venture or growth stages.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.