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Douglas Hayes

Advisor at Legacy Investing & Wealth Management LLC

Updated today
Legacy Investing & Wealth Management LLC logo

Firm

Legacy Investing & Wealth Management LLC

Location

Upper Marlboro, MD

Credentials

Series 65

Industry experience

4 years

About

Douglas Hayes is a financial advisor with Legacy Investing & Wealth Management LLC, holding a Series 65 designation and four years of industry experience. Prior to founding his firm in 2020, he worked at Rentokil from 2016 to 2020. Outside of advisory work, he owns and manages Legacy Development LLC, a company focused on residential real estate renovation and sales in the Washington, DC area. Legacy Investing & Wealth Management LLC provides discretionary asset management and packaged hourly financial advisory services to individuals and entities, including companies, trusts, estates, and charitable organizations. The firm emphasizes asset allocation and diversification using low-cost ETFs, periodic rebalancing, liquidity management, and selective hedging, serving both individual and institutional clients.

Client services

Based on Legacy Investing & Wealth Management LLC

Portfolio management

Expertise

Based on Legacy Investing & Wealth Management LLC

Tax-loss harvesting

Fee options

Fixed

Packaged advisory service fees: Bronze $595, Silver $795, Gold $1195 paid in advance

Percentage

$0 - $249,999: 1.95% annually $250,000 - $999,999: 1.75% annually $1,000,000 - $2,999,999: 1.5% annually $3,000,000 - $4,999,999: 1.25% annually $5,000,000+: Negotiable

Project-based

$100 per hour for additional advisory services beyond Gold package

Other

Account minimum: $100,000 Minimum fee: $375 minimum quarterly management fee for balances below $100,000, prorated for new clients during the quarter Fee-only: Financial advisory service packages: Bronze (3 hours) $595, Silver (3 hours) $795, Gold (6 hours) $1195; additional hourly advisory services at $100 per hour beyond Gold package

Location

Upper Marlboro, MD

Most active in

Maryland

Work history

Legacy Investing & Wealth Management LLC

2020 - Present (6 years)

Rentokil

2016 - 2020 (4 years)

Unemployed

2015 - 2019 (4 years)

Disclosures

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

Business activities & affiliations

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Raymond G

CFP®

Edgewater, MD

Raymond L. Gazelle Jr.

College savings (529s, UTMA, etc.) General retirement planning Cash flow / budgeting Wealth management
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Christopher O

Series 65, Series 66

Edgewater, MD

Harmony Wealth Advisors, LLC

Wealth management Real estate investing Private / alternative investments
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Jacolyn W

Series 63, Series 65

Annapolis, MD

JWC Capital Management, LLC

Wealth management Passive / index investing Active portfolio management

Adam B

CFP®

Annapolis, MD

Ventus Wealth Management

My path to founding a wealth management firm is different than most. As a child, my dream was to become a fighter pilot. After graduating from the United States Naval Academy with a degree in Aerospace Engineering, I achieved that goal, serving on active duty for a decade. I flew the F-18E Super Hornet from aircraft carriers and deployed multiple times to the Western Pacific. After those deployments, the Navy sent me to UNC Kenan-Flagler Business School to study finance, followed by the privilege of teaching undergraduate economics at my alma mater. After transitioning from active duty, I applied the skills I honed in the cockpit and classroom—leadership, effective communication, process improvement, and strategic decision-making—to multiple entrepreneurial ventures. My career as a financial planner is a natural extension of my passion for solving problems and serving others. With a background in engineering, military flight operations, top-tier business education, and collegiate economics instruction, I bring a unique perspective to wealth management: * Tenacity – Giving up is never an option. Just as a fighter pilot must persist in the air, I am relentless in helping my clients succeed. * Calm Under Pressure – I have a proven ability to think clearly in high-stakes situations, whether in the military or financial markets. I will not panic when volatility arises. * Candor – In aviation and life, speaking up is critical when the stakes are high. I will always provide honest advice, even when it’s uncomfortable. Living near Annapolis, Maryland, I cherish time with my family and enjoy Navy football, traveling, boating, and improving my golf game. I also continue to serve as a member of the U.S. Navy Reserves. Ventus Wealth Management — After a decade in the workforce, I became increasingly frustrated by the lack of financial services that truly met my needs. I couldn’t find a firm or advisor that offered the right combination of: ☑️A transparent fee and incentive structure ☑️ A flexible, client-focused service model ☑️ Modern technology solutions ☑️ Virtual meeting capabilities ☑️ Expertise tailored to my specific situation Recognizing this gap, I launched Ventus Wealth Management to address these shortcomings. Everything we do is designed with our clients in mind. Every element of our service and business model is intentionally crafted to deliver value and provide solutions that meet your needs.

College savings (529s, UTMA, etc.) Cash flow / budgeting Airline Pilot Military & Veterans Established Professionals Gen X (Born 1965-1980)
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Jeff M

Series 63, Series 65

Mitchellville, MD

JRM Capital Management Inc.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Retired
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Elizabeth Y

CFP®

Edgewater, MD

Dependent Financial Planning

Planning for children with special needs Business ownership considerations College savings (529s, UTMA, etc.) Founder/Business Owner Parents Childfree
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