# Haystack Financial Planning

Haystack Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/matthewgricks

## Regulatory record

- **CRD number:** 311366
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311366

## About

HAYSTACK FINANCIAL PLANNING is a state-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.

## Sectors

- Financial Services
- Wealth Management

## Questions

### 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.

## Related profiles

- [Gilpin Wealth Management LLC](https://altss.com/profile/gilpin-wealth-management-llc)
- [WMS Wealth Management LLC](https://altss.com/profile/wms-wealth-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/haystack-financial-planning

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