Chris Hays Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,830,000
Clients
6
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$805,000
About
Chris Hays Wealth Management provides investment advisory and portfolio management services to individual (non‑high‑net‑worth) clients, generally charging fees as a percentage of assets under management. The firm reports managing approximately $4.83 million in client assets across a very small client base.
According to its Form ADV, the majority of client assets are managed on a non‑discretionary basis, so the firm typically recommends transactions and implements them only with client approval. With a limited number of relationships, the firm’s work appears oriented toward ongoing collaboration and personalized planning rather than delegated decision‑making.
The brochure also discloses that the firm conducts educational seminars or workshops, an offering that is relatively uncommon among independent advisers. Taken together — a primarily non‑discretionary model, educational programming, and a small client roster — the firm emphasizes client education and collaborative decision‑making compared with peers that more often use discretionary management.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Main office location
Chris Hays Wealth Management LLC
Phoenix AZ, United States
Number of offices
1
Most active in
Chris Hays Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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