Hayden Lipp Registered Investment Advisor

Overview

Hayden Lipp Registered Investment Advisor is an independent, Florida-registered LLC that serves individual and family clients. The firm operates as a capital allocator and combines financial planning with selection of outside advisers. Its business mix includes activity as a registered representative of a broker-dealer and as an insurance broker, and its fee arrangements include hourly charges, fixed fees and commission-based revenue. The practice appears to emphasize bespoke planning and outsourced manager selection rather than running large discretionary portfolios. The firm's structure and service set suggest it guides client allocations to third-party managers and alternative offerings while retaining brokerage and insurance distribution capabilities.

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Location & Offices