A complete list of active advisors currently associated with Chris Hays Wealth Management LLC
Warmer can help you find a great advisor at Chris Hays Wealth Management LLC or one who fits your needs even better.
Chris Hays Wealth Management provides investment advisory and portfolio management services to individual (non‑high‑net‑worth) clients, generally charging fees as a percentage of assets under management. The firm reports managing approximately $4.83 million in client assets across a very small client base. According to its Form ADV, the majority of client assets are managed on a non‑discretionary basis, so the firm typically recommends transactions and implements them only with client approval. With a limited number of relationships, the firm’s work appears oriented toward ongoing collaboration and personalized planning rather than delegated decision‑making. The brochure also discloses that the firm conducts educational seminars or workshops, an offering that is relatively uncommon among independent advisers. Taken together — a primarily non‑discretionary model, educational programming, and a small client roster — the firm emphasizes client education and collaborative decision‑making compared with peers that more often use discretionary management.
To learn more about the advisors currently working at Chris Hays Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Phoenix, AZ
| 11
|
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