# Prelude Financial

Prelude Financial is a RIA based in Wadsworth, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Wadsworth, United States
- **Assets under management:** Undisclosed
- **Website:** https://preludefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/scott-haley-cfp%c2%ae-ea-cdfa%c2%ae-a8459224

## Regulatory record

- **CRD number:** 282158
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282158

## About

Prelude Financial is a fee-only financial planning and investment management firm. It digs deep to understand clients’ circumstances, concerns and goals, providing unbiased advice focused on clients’ best interests. The firm integrates tax planning with financial planning, is compensated only by clients with no commissions or hidden fees, and develops diversified portfolios of low-cost mutual funds and ETFs.

## Questions

### Who runs Prelude Financial?

No principal or investment decision-maker is named in any public record, including SEC filings, media reports, or professional networking sites. The firm's leadership structure is entirely opaque (public record, 2026).

### What is the source of wealth behind Prelude Financial?

The wealth origin has never been publicly disclosed. No family name, industry background, or inheritance context is available in any known source (public record, 2026).

### Is Prelude Financial an active co-investor or fund committer?

There is no public evidence of fund commitments, direct co-investments, or partnership with any external GP. The firm does not appear in Form D filings, LP databases, or deal announcements (public record, 2026).

### How large is Prelude Financial?

No AUM figure, deployment number, or team size has been reported. The firm does not file with any regulator in a manner that requires asset disclosure, and no media outlet has published a size estimate (public record, 2026).

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Last updated: 2026-08-11T15:07:49.000Z

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