A complete list of active advisors currently associated with Hayes Hart Cpa's Wealth Management, Inc

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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).

To learn more about the advisors currently working at Hayes Hart Cpa's Wealth Management, Inc, 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.