Hayes Wealth Advisors, LLC

RIASEC RegisteredEst. 2025

Total AUM

$133M

Discretionary

$96.6M

72% of AUM

Avg account

$199K

Accounts

668

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 299807
Registered since: April 25, 2025
Website: www.hayeswealthadvisors.com
Custodians: TD AMERITRADE, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI51.62%
Pension & Profit Sharing Plans27.51%
Individuals17.36%
Corporations / Businesses2.64%
Charitable Organizations0.87%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Hayes Wealth Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional relationships, and it bills on a mix of AUM-based fees and fixed fees. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not position itself as an ESG-focused allocator. Hayes Wealth Advisors reports being SEC-registered as of 2025 and lists an individual owner structure rather than a multi-firm or network affiliation. Its operating model appears to combine discretionary portfolio management with non-discretionary relationships and fee-for-service planning work.