How does the advisor help clients – Key Takeaways:
HAYES WEALTH ADVISORS, LLC is a financial advisory firm that offers comprehensive financial planning and wealth management services to individuals and families. With a team of experienced and knowledgeable advisors, the firm strives to help clients achieve their financial goals and create a secure future for themselves and their loved ones. Here are some key takeaways on how HAYES WEALTH ADVISORS, LLC helps its clients:
- Provides personalized financial plans tailored to each client’s unique needs and goals
- Offers investment management services to help clients grow and protect their wealth
- Assists with retirement planning and income distribution strategies
- Guides clients through tax planning, estate planning, and insurance selection
- Provides ongoing education and communication to keep clients informed and empowered about their finances
Facts and Insights
Founded in 2002, HAYES WEALTH ADVISORS, LLC has over 17 years of experience in the financial industry. The firm is registered with the Securities and Exchange Commission (SEC) and is headquartered in San Francisco, California. Here are some key facts and insights on the firm:
- Assets under management: $750 million
- Number of advisors: 8
- Time in business: 17 years
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $750 million | 8 | 17 years |
Financial Services Offered
HAYES WEALTH ADVISORS, LLC offers a wide range of financial services to help clients achieve their financial goals and secure their future. These services include:
- Financial planning
- Wealth management
- Retirement planning
- Tax planning
- Estate planning
- Insurance selection
- Investment management
Client Types
HAYES WEALTH ADVISORS, LLC serves a diverse range of clients, including individuals, families, and small business owners. The firm tailors its services to meet the unique needs and goals of each client and provides personalized support and guidance throughout their financial journey.
Fees & Compensation
HAYES WEALTH ADVISORS, LLC charges a fee based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of its clients, as the firm’s revenue is directly tied to the growth of the client’s assets. The firm does not receive any commissions or compensation from third parties, ensuring that their recommendations are always in the client’s best interest.
Background
HAYES WEALTH ADVISORS, LLC was founded by John Hayes, a seasoned financial advisor with over 30 years of experience in the industry. Prior to starting the firm, John worked at several prestigious financial institutions and gained valuable insights and knowledge to help him guide his clients towards financial success. Today, the firm’s team of advisors includes highly qualified and experienced professionals who are dedicated to providing exceptional service and support to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, HAYES WEALTH ADVISORS, LLC is required to fully disclose any potential conflicts of interest to its clients. These disclosures can be found in the firm’s Form ADV, which is available upon request. Additionally, the firm’s advisors adhere to a strict code of ethics and always act in the best interest of their clients when making financial recommendations.