Hayden Guthrie
Advisor at Sowell Management — Good Hope, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 63
Experience Industry experience
2 years
Location
Good Hope, GA 30641
Sowell Management
Multi-team
Hayden Guthrie is a financial advisor at Sowell Management with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Trinity Wealth Securities, Florida Financial Advisors DBA Georgia Financial Advisors, and Sapphire Wealth Management. Outside of his advisory role, he is a licensed insurance producer authorized to sell life insurance policies. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers various portfolio solutions, including strategies developed with Goldman Sachs and sub-advisory relationships with other firms.
Based on Sowell Management
Based on Sowell Management
Fixed fees for financial planning up to $10,000.
Up to 2.5% per annum, varies depending on portfolio size, composition, services, and IAR discretion
Insurance commissions may be earned by supervised persons and can exceed advisory fees; also commissions from broker-dealer activities for certain IARs.
Hourly financial planning and consulting fees from $150 to $500 per hour.
Subscription Self-Directed Financial Planning Tools and Assistance charged between $50 to $200 per month, negotiable.
Account minimum: $50,000 Minimum fee: Minimum quarterly fee of $25 per household, which may cause effective fee rates to be higher for smaller accounts. Fee-only: Financial planning and consulting fees up to $10,000 fixed, and hourly fees from $150 to $500 depending on scope and professional.
Good Hope, GA
208 W Pleasant Valley Rd.
Good Hope GA 30641
Advisors at this office
3
Georgia
2 years of industry experience
Sowell Management
2025 - Present • 1 year
Watkinsville, GA
Trinity Wealth Securities, LLC
2024 - 2024 • 1 year
Atlanta, GA
Florida Financial Advisors DBA Georgia Financial Advisors
2024 - 2024 • 1 year
Atlanta, GA
Best Western
2023 - 2024 • 1 year
Athens, GA
Sapphire Wealth Management
2022 - 2022 • 1 year
Watkinsville, GA
Jennings Mill Country Club
2020 - 2021 • 1 year
Athens, GA
Oglethorpe University
2018 - 2022 • 4 years
Atlanta, GA
University of Georgia 4-H Camp Counselor Program
2018 - 2022 • 4 years
Athens, GA
Law Office of Dennise L. Grayson
2017 - 2018 • 1 year
Watkinsville, GA
Oconee County High School
2014 - 2018 • 4 years
Watkinsville, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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