Haywood Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,306,141
Total clients
37
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
19
Average account size
$305,571
About
Haywood Wealth Management is a two-advisor registered investment adviser that serves individuals and high-net-worth individuals with ongoing portfolio management, financial planning, and discretionary participant account management for defined contribution plan accounts. The firm manages approximately $11.3 million for a small client base and offers written investment policy statements and quarterly reporting as part of its standard services.
The firm’s investment process is discretionary and built around documented Investment Policy Statements, with a stated emphasis on ETFs and long-term trading guided by fundamental analysis, modern portfolio theory, and quantitative methods. Accounts are reviewed at least annually (and more often for material changes), and Haywood uses a third‑party platform to manage held-away participant accounts while seeking to rebalance and manage internal fees on a quarterly basis.
Distinguishing features include periodic complimentary educational workshops or seminars offered to the public and attendees, and a material affiliation with insurance activities: a principal is a licensed insurance agent and the firm and its supervised persons receive commissions and other economic benefits from independent marketing organizations and insurance sales. The brochure discloses these compensation sources and related conflicts of interest, and describes procedures for documenting and disclosing such conflicts and for requiring clients to use specified custodians (Altruist and/or Charles Schwab Advisor Services).
Client services
Expertise
Fee options
$0 - $1,000,000: 0.375% $1,000,001 - $3,000,000: 0.25% $3,000,001+: 0.1875%
Compensation for sale of insurance products via supervised persons; commissions and other benefits from insurance sales and IMOs.
Hourly fees for financial planning services range from $200 to $1,000 per hour.
Account minimum: $1,000,000
Main office location
Haywood Wealth Management
2625 Bay Area Blvd. Suite 120
Houston TX 77058, United States
Number of offices
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
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