Advisor at Hayden Harper Wealth Advisory, LLC
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Firm
Hayden Harper Wealth Advisory, LLC
Location
Charlotte, NC 28203
Credentials
Series 63, Series 65, Series 66
Industry experience
16 years
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.
Based on Hayden Harper Wealth Advisory, LLC
Based on Hayden Harper Wealth Advisory, LLC
Fixed fees for financial planning services, negotiable
$0 - $500,000: 1.50% $500,000 - $1,500,000: 1.25% $1,500,000+: 1.00%
Negotiable hourly rates for financial planning services
Account minimum: $2 million (net worth)
828 East Boulevard
Charlotte, NC 28203
North Carolina · Texas
Hayden Harper Advisory, Llc
2010 - Present (16 years)
Gaskin Teed Capital
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Charlotte, NC
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CFP®
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As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.
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