How does the advisor help clients – Key Takeaways:
At HAYES HART CPA’S WEALTH MANAGEMENT, INC., our team of financial experts provides a wide range of services to help our clients reach their financial goals. We pride ourselves on our personalized approach and unwavering commitment to our clients’ success. Here are some key takeaways of how we can help you:
- Comprehensive financial planning tailored to your unique needs and goals
- Expert investment management with a focus on risk management and long-term growth
- Tax planning and preparation services to maximize savings and minimize liabilities
- Estate planning and wealth transfer strategies to plan for the future and protect your legacy
Facts and Insights
At HAYES HART CPA’S WEALTH MANAGEMENT, INC, we believe in transparency and providing our clients with all the necessary information to make informed decisions. Here are some facts and insights about our firm:
- Founded in 2003 by Hayes Hart, CPA, with a vision to provide holistic financial services to clients
- Over 25 highly experienced and qualified advisors on our team
- Over $500 million in assets under management
- Serving a diverse range of clients, including high-net-worth individuals, families, and small businesses
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | Over 25 | Since 2003 |
Financial Services Offered
We offer a comprehensive range of financial services to cater to all your financial needs. Our team of experts can provide the following services:
- Retirement Planning
- Investment Management
- Tax Planning and Preparation
- Estate Planning
- Wealth Transfer Strategies
- Education Planning
- Insurance Planning
Client Types
At HAYES HART CPA’S WEALTH MANAGEMENT, INC., we believe in building long-lasting relationships with our clients. We serve a diverse range of clients, including:
- High-net-worth individuals and families
- Small business owners
- Retirees
- Young professionals
- And more!
Fees & Compensation
We understand that fees and compensation are important considerations when choosing a financial advisor. At HAYES HART CPA’S WEALTH MANAGEMENT, INC., we are committed to transparency in our fee and compensation structure. Our fees and compensation are determined based on a percentage of AUM and may vary depending on the services provided. We do not receive commissions or other forms of compensation from third parties, ensuring that our advice is solely in the best interest of our clients.
Background
HAYES HART CPA’S WEALTH MANAGEMENT, INC. was founded in 2003 by Hayes Hart, CPA, with a mission to provide holistic financial services to clients. Our team brings together a wealth of experience and expertise in finance, tax, and wealth management to cater to all your financial needs. We are committed to helping our clients achieve financial success and security through our personalized approach and comprehensive services.
Financial Advisor Disclosures to Know
As a registered investment advisor, we are committed to upholding the highest standards of fiduciary responsibility. We are legally and ethically bound to act in the best interest of our clients. As such, we want our clients to be aware of any potential conflicts of interest or information that may impact our services or recommendations. Here are some important disclosures to know:
- We are not affiliated with any banks, brokerage firms, or insurance companies, ensuring that our advice is unbiased and in the best interest of our clients.
- Our advisors may have other business interests or affiliations, but we prioritize the best interests of our clients above all else.
- We have no record of any disciplinary actions taken against our firm or any of our advisors.
At HAYES HART CPA’S WEALTH MANAGEMENT, INC., we are dedicated to providing our clients with the highest level of service