# Haystack Financial Planning

> Haystack Financial Planning is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 4, 2025.

- CRD: 311366
- Filed as: HAYSTACK FINANCIAL PLANNING
- Legal name: Haystack Consulting, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: March 4, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311366
- AdvisorCensus page: https://advisorcensus.com/firm/haystack-financial-planning-311366

## Quick answers

**How is Haystack Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Haystack Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Haystack Financial Planning registered with the SEC or a state?**
Haystack Financial Planning is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 311366.

**How much does Haystack Financial Planning manage?**
Haystack Financial Planning reports $11,125,014 in regulatory assets under management in its Form ADV filing dated March 4, 2025 (90% discretionary).

**What types of clients does Haystack Financial Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7); individuals (other than high net worth individuals) (5).

**Does Haystack Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311366

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $11,125,014
- Discretionary: $9,991,180
- Non-discretionary: $1,133,834

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $330,096 |
| High net worth individuals | 7 | $9,662,763 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $770,927 |
| Corporations or other businesses not listed above | Fewer than 5 | $361,228 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- haystackfp.com
- Facebook @MatthewRicksFA
- Instagram @haystackfinancialplanning
- LinkedIn @matthewgricks
- X @MatthewRicks_

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Haystack Financial Planning (CRD 311366): Form ADV filing data as of October 2026.