Hayes Hart Cpa's Wealth Management, Inc

Overview

Hayes Hart Cpa's Wealth Management, Inc. is an independent, corporation-structured RIA owned by an individual and operating out of an accounting practice. The firm provides fee-based advisory services (charged as a percentage of AUM) and focuses on financial planning and portfolio management for individuals, families, small businesses and some institutional clients. It is not positioned as a multi-state adviser, is not an active ESG investor, and does not present itself as a capital allocator—rather, it relies on external managers and pooled products for investment exposure.

Assets & Accounts

Investments & Alternatives