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Dylan Hayes

Advisor at Truist Advisory Services — Manassas, VA Church Street

Updated today

Credentials

Series 66

Experience

1 year

Location

Manassas, VA 20110

Truist Advisory Services logo

Truist Advisory Services

Enterprise

Total advisors

1,944

Across 642 offices

Clients per advisor

65 Typical

Avg AUM per client

$560,278 Typical

HNW client ratio

26% High

About

Dylan Hayes is a financial advisor at Truist Advisory Services with one year of industry experience. Prior to his advisory role, he served in the United States Navy and currently holds a position as a Navy Diver in the United States Navy Reserve. He holds the Series 66 designation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers solutions including asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and the AMC Advantage manager-selection program, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Client services

Based on Truist Advisory Services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals
Wrap fee product and financial profiling services using desktop software

Occupation focus

Based on Truist Advisory Services

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $100,000: 2.25% $100,001 - $250,000: 2.20% $250,001 - $500,000: 2.15% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.85% $2,000,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.65% $10,000,001 - $25,000,000: 1.50% $25,000,001+: 1.45%

Other

Account minimum: $100,000 Minimum fee: Plan Sponsor Services base fee of $2,500 annually for new plans Fee-only: Negotiable fixed or asset-based fees available for Consulting Services

Location

See office

Manassas, VA Church Street

9200 Church Street, Suite 100

Manassas VA 20110

Advisors at this office

4

Most active in

Virginia

Work history

1 year of industry experience

Truist Advisory Services

2025 - Present • 1 year

Manassas, VA

Truist Investment Services, Inc

2025 - Present • 1 year

Manassas, VA

United State Navy

2023 - 2025 • 2 years

Manassas, VA

United State Navy

2016 - 2023 • 7 years

San Diego, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David S

Series 65, Series 63, Series 7, AIF®, CMFC®

McLean, VA

Fedwise Advisors

David Setia, AIF, CMFC, is a financial advisor with LPL Financial in McLean, Virginia, holding Series 7, Series 65 and Series 63 credentials and over 10 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both proprietary and third-party research and model portfolios.

General retirement planning Retirement income strategy General tax planning General estate planning guidance Roth conversion strategy Retired Government Employee Approaching retirement Retired
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Girish G

Series 65

Chantilly, VA

Magnus Financials LLC

Girish Gupte is a financial advisor at Magnus Financials LLC with a Series 65 designation and one year of industry experience. He has prior business experience spanning various ventures including insurance and real estate companies that he has been involved with since 2008. Magnus Financials LLC serves individual investors and small businesses by providing financial planning, non-discretionary portfolio advisory, and targeted consulting such as small-business valuations. The firm’s investment approach focuses on strategic asset allocation informed by top-down and fundamental analysis, with advice delivered on a non-discretionary basis and tailored to client preferences.

Business exit / sale strategy Founder/Business Owner Self-Employed
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David H

CFP®, Series 63

Fairfax, VA

David N. Hainsworth, C.P.A., P.C.

David Hainsworth is the sole advisor at David N. Hainsworth, C.P.A., P.C. in Fairfax, VA, with 9 years of industry experience and credentials including CFP® and Series 63. He has been operating his firm since 1989, which functions as both a CPA practice and an independent advisory firm. The firm provides portfolio management and financial planning services to individuals, corporations, and pension or profit-sharing plans, employing modern portfolio theory and a long-term trading approach. It combines CPA services with investment advice and works with third-party managers while offering non-discretionary advice and documented investment policies.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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Justin Z

Series 65

Vienna, VA

Solution Factory, LLC

Justin Zakia is a financial advisor at Solution Factory, LLC with a Series 65 designation and three years of industry experience. He has held positions at OrthoVirginia, Inc. and The GW Medical Faculty Associates before founding Solution Factory in 2022. Outside of financial advising, Zakia serves as Chief Executive Officer of Fairfax Radiology, LLC, a medical screening and diagnostic testing company. Solution Factory provides customized investment management and financial planning services to individuals, families, trusts, estates, and small businesses, emphasizing an asset-allocation approach informed by economic analysis and client-specific factors. The firm typically manages portfolios on a discretionary basis and offers periodic portfolio reviews and educational workshops for clients.

General tax planning Cash flow / budgeting
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Robert K

PFS™, Series 65

Fairfax, VA

Auburn Skies Financial Advisors

Robert Krueger is a financial advisor at Auburn Skies Financial Advisors with 20 years of industry experience. He holds a PFS™ designation and a Series 65 license. Prior to founding Auburn Skies Financial Advisors in 2025, he spent six years at Alexander Randolph Advisory Inc. and has been associated with Alexander Randolph Inc. since 2000, where he is also a partner and stockholder involved in tax and accounting services. Auburn Skies Financial Advisors is a fee-only registered investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management and financial planning, with an investment approach that combines passive and active strategies based on asset allocation and modern portfolio theory.

Business sale tax planning Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Bryan T

Series 65

Oak Hill, VA

Financial Solutions, LLC

Bryan Thomas is the sole advisor at Financial Solutions, LLC in Oak Hill, VA, holding a Series 65 designation with seven years of industry experience. He has worked at Financial Solutions since 2018 and concurrently serves as Vice President at Jones Lang LaSalle, Inc., specializing in commercial real estate services. Financial Solutions provides comprehensive financial planning to individuals and families, covering areas such as cash flow, retirement, education funding, estate and tax considerations, and risk management. The firm emphasizes a long-term, passive investment approach with fundamental analysis, offering written financial plans and educational workshops while clients retain full discretion over implementation.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Divorce financial planning
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