Hayden Harper Wealth Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$152,764,546
Clients
76
Advisors
4
of 7 employees
About
Hayden Harper Wealth Advisory provides discretionary portfolio management, family office advisory, and financial planning to a mix of individual clients (including high-net-worth households), trusts, estates, retirement plans, and business entities. The firm manages about $171 million in discretionary assets and also reports a substantial amount of assets under advisement.
The firm builds tailored portfolios using firm-developed asset allocation models and a mix of fundamental, technical and charting analysis, with periodic rebalancing and reviews. HHWA implements a range of strategies for separately managed accounts — including long and short positions, option writing, and margin borrowing — and uses institutional custodial relationships alongside a separate custodian for private-placement investments.
Noteworthy for a team of this size, the firm serves pooled investment vehicle clients and acts as a private fund adviser and sponsor, including recommending affiliated private funds (purchases of affiliated funds are handled on a non-discretionary basis). HHWA also has affiliated business and tax advisory entities that provide accounting and tax services to clients, a relationship and service mix that is less common among peer team firms.
Client services
Expertise
Fee options
Fixed fees for financial planning services, negotiable
$0 - $500,000: 1.50% $500,000 - $1,500,000: 1.25% $1,500,000+: 1.00%
Negotiable hourly rates for financial planning services
Account minimum: $2 million (net worth)
Main office
828 East Boulevard
Charlotte NC 28203
Advisors at this office
4
Most active in
Georgia · Louisiana · North Carolina · South Carolina · Texas
Also doing business as
Hayden Harper Advisory, LLC · Hayden Harper Wealth Advisory, LLC · Stillpoint Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John T
Series 63, Series 65, Series 66
Charlotte, NC
Hayden Harper Wealth Advisory, LLC
John Teed is a financial advisor at Hayden Harper Wealth Advisory, LLC in Charlotte, NC, with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Hayden Harper since 2010. He is also the managing member of Gaskin Teed Capital, LLC, an investment fund management firm. Hayden Harper Wealth Advisory provides discretionary portfolio management, family office advisory, and financial planning to individuals, trusts, estates, retirement plans, and business entities, utilizing proprietary asset allocation models and a variety of investment strategies.
Garrett J
CFA®
Charlotte, NC
Hayden Harper Wealth Advisory, LLC
Garrett Jenkins is a CFA® charterholder with one year of industry experience. He is currently an advisor at Hayden Harper Wealth Advisory, LLC, where he has worked since 2024. Prior to this, he spent 14 years at Brown Brothers Harriman. Hayden Harper Wealth Advisory serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and families seeking family office support. The firm offers discretionary portfolio management, financial planning, and comprehensive family office advisory services, employing internally developed asset-allocation models and a range of investment strategies including long-term holdings, short-term trading, and option-writing.
Scott C
CFP®, Series 66
Charlotte, NC
Hayden Harper Wealth Advisory, LLC
Scott Cannady is a CFP® and holds a Series 66 license with 20 years of experience in the financial services industry. He has been with Hayden Harper Wealth Advisory, LLC since 2014. Hayden Harper Wealth Advisory serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and families seeking family office support. The firm offers discretionary portfolio management, financial planning, and comprehensive family office advisory services, utilizing internally developed asset-allocation models and a range of investment strategies including long-term holdings, short-term trading, and option-writing.
Michael F
Series 63, Series 65
Charlotte, NC
Hayden Harper Wealth Advisory, LLC
Michael Fox is a financial advisor with Hayden Harper Wealth Advisory, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Hayden Harper since 2010 and is the majority owner of Hayden Harper Inc., which oversees multiple private investment offerings. Fox also serves as CFO of HH Kayne Anderson, a private company focused on purchasing oil and gas well assets in the Appalachian region. Hayden Harper Wealth Advisory serves individuals, pension plans, trusts, estates, charitable organizations, and families with family office needs. The firm offers discretionary portfolio management, financial planning, and comprehensive family office advisory services, employing internally developed asset-allocation models and a range of investment strategies including private placements and derivatives.
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