Hayden Harper Wealth Advisory, LLC logo

Hayden Harper Wealth Advisory, LLC

Updated today

Client assets under management

$152,764,546

Clients

76

45% high-net-worth

Advisors

4

of 7 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

19

Low

Average account size

$2,010,060

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

Financial planning Portfolio management Selection of other advisers

Expertise

Family Business Active portfolio management Options & derivatives strategies Cash flow / budgeting

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees for financial planning services, negotiable

Percentage

$0 - $500,000: 1.50% $500,000 - $1,500,000: 1.25% $1,500,000+: 1.00%

Project-based

Negotiable hourly rates for financial planning services

Other

Account minimum: $2 million (net worth)

Main office location

Hayden Harper Wealth Advisory, LLC

828 East Boulevard

Charlotte NC 28203, United States

Number of offices

1

Most active in

Georgia · Louisiana · North Carolina · South Carolina · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

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 with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Hayden Harper Wealth Advisory since 2010. Additionally, he is a managing member of Gaskin Teed Capital, LLC, an investment fund management entity where he is involved in portfolio management and trading decisions. 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 family office advisory services, employing a range of investment strategies including long-term holdings, short-term trading, option-writing, and margin, supported by proprietary asset-allocation models.

Family Business Active portfolio management Options & derivatives strategies Cash flow / budgeting
user avatar

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.

Family Business Active portfolio management Options & derivatives strategies Cash flow / budgeting
user avatar

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.

Family Business Active portfolio management Options & derivatives strategies Cash flow / budgeting
user avatar

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.

Family Business Active portfolio management Options & derivatives strategies Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")