HAYS FINANCIAL GROUP, LLC

Overview

Hays Financial Group, LLC is an independent registered investment adviser operating as a limited liability company. The firm serves a mix of high-net-worth individuals, families and institutional clients, and combines financial planning, portfolio management for businesses or institutions, and pension consulting as core advisory services. It also operates as a registered representative of a broker-dealer and as an insurance broker, which the firm uses to integrate insurance and broker-dealer products into client plans where appropriate. Investment activity centers on pooled public vehicles rather than running proprietary funds. That preference supports scalable model portfolios and separately managed account solutions for affluent households and institutional retirement assets. The firm charges a mix of fees—percentage of AUM, hourly and fixed fees—allowing flexibility across advisory engagements from ongoing portfolio management to project-based planning work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices