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HAYS FINANCIAL GROUP, LLC

200 Southdale Center
Suite 700
Edina, Minnesota 55435
Tel: (612) 373-9863

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About HAYS FINANCIAL GROUP, LLC

HAYS FINANCIAL GROUP, LLC, formally registered with the SEC as HAYS FINANCIAL GROUP, LLC. The firm was established in 01/04/2021. They have over 2 offices throughout the country.

HAYS FINANCIAL GROUP, LLC is a Edina, Minnesota based Financial Planning firm with nearly $5,098,398,433 assets under management, offering retirement planning & investment advisory services to 378 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#306877
SEC#801-118389
Assets Managed by Firm$5,098,398,433
No. of Clients378
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total378$5,098,398,433
Individuals (other than high net worth individuals)140$23,681,573
High net worth individuals8$29,359,895
Pension and profit sharing plans226$4,845,647,596
Charitable organizations13$48,017,952

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