Hayes Hart Cpa's Wealth Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$41,920,213
Clients
30
Advisors
1
of 3 employees
About
Hayes Hart CPA’s Wealth Management, Inc. provides tax, financial planning, and discretionary and non‑discretionary investment management to individuals, high‑net‑worth clients, trusts, estates, retirement plans and business entities. The firm reports approximately $50.4 million in assets under management across about 30 client relationships and generally charges advisory fees based on assets under management.
Investment programs are centered on long‑term asset allocation and are implemented primarily with actively managed mutual funds and exchange‑traded funds, with portfolios tailored to each client’s objectives and risk tolerance and subject to quarterly monitoring. The firm offers a bundled Personal Financial Guardian program that combines investment management with tax planning and tax return preparation for all states, quarterly in‑person meetings, unlimited telephone consultations and audit representation.
What distinguishes the firm from most peers is its dual role as an accounting/CPA practice that also delivers investment advisory services, enabling integrated tax and estate advice alongside portfolio management — an arrangement that is relatively uncommon among supported advisors. The brochure discloses the related conflict of interest when the firm recommends its own tax services (clients are not required to engage them), notes fee‑only compensation and use of Fidelity Wealth Services for custody, and reflects a typical minimum account size of $500,000 (negotiable).
Client services
Expertise
Fee options
$0 - $1,000,000: 1.20% annually Over $1,000,000 - $2,000,000: 1.00% annually Over $2,000,000+: 0.80% annually
Account minimum: $500,000 Minimum fee: Minimum annual advisory fee of $6,000 for Personal Financial Guardian program; $5,000 minimum if tax/accountancy services are declined. Fee-only: Firm is fee-only; does not accept commissions or other compensation from product sponsors.
Main office
1001 B Avenue, Suite 211
Coronado CA 92118
Advisors at this office
1
Most active in
California
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:
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Forms ADV
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